Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.2B
1-Year Est. Return 24.08%
This Quarter Est. Return
1 Year Est. Return
+24.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.26B
AUM Growth
-$618M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
928
New
Increased
Reduced
Closed

Top Buys

1
+$44.2M
2
+$43.4M
3
+$30.7M
4
CMCSA icon
Comcast
CMCSA
+$29.8M
5
C icon
Citigroup
C
+$24.2M

Top Sells

1
+$68.5M
2
+$37.7M
3
+$35.3M
4
BRCM
BROADCOM CORP CL-A
BRCM
+$31.3M
5
IFF icon
International Flavors & Fragrances
IFF
+$27.1M

Sector Composition

1 Financials 17.72%
2 Healthcare 17.4%
3 Technology 16.82%
4 Consumer Discretionary 10.62%
5 Industrials 10.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$73K ﹤0.01%
+12,400
777
$69K ﹤0.01%
10,800
778
$64K ﹤0.01%
+33,452
779
$61K ﹤0.01%
3,510
-9,572
780
$60K ﹤0.01%
11,600
781
$59K ﹤0.01%
+27,000
782
$59K ﹤0.01%
+15,747
783
$57K ﹤0.01%
28,348
-2,900
784
$55K ﹤0.01%
+1
785
$54K ﹤0.01%
26,900
-5,418
786
$50K ﹤0.01%
2,756
+867
787
$40K ﹤0.01%
15,347
-8,400
788
$40K ﹤0.01%
5,003
-3,270
789
$39K ﹤0.01%
14,424
-67,475
790
$36K ﹤0.01%
2,199
-5,985
791
$36K ﹤0.01%
+15,200
792
$33K ﹤0.01%
10,357
-27,200
793
$28K ﹤0.01%
+1,220
794
$25K ﹤0.01%
1,030
-1,580
795
$23K ﹤0.01%
+1,140
796
$16K ﹤0.01%
1,030
797
– –
-97,543
798
– –
-6,540
799
– –
-36,200
800
– –
-353,266
30 31
32
33 34