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
$5.69B
AUM Growth
+$546M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,134
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$29.3M
3
+$23.4M
4
OXY icon
Occidental Petroleum
OXY
+$18.7M
5
YUMC icon
Yum China
YUMC
+$17.1M

Top Sells

1
+$36.6M
2
+$34.3M
3
+$18.1M
4
NVR icon
NVR
NVR
+$17.6M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$17.1M

Sector Composition

1 Technology 19.66%
2 Financials 17.92%
3 Industrials 13.21%
4 Consumer Discretionary 11.28%
5 Healthcare 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$446K 0.01%
+11,900
777
$443K 0.01%
218,427
+118,900
778
$441K 0.01%
+14,210
779
$439K 0.01%
+26,060
780
$438K 0.01%
11,370
+3,640
781
$437K 0.01%
+7,760
782
$435K 0.01%
13,080
783
$432K 0.01%
+15,500
784
$429K 0.01%
239,508
+35,240
785
$427K 0.01%
+117,522
786
$427K 0.01%
2,829
-340
787
$417K 0.01%
11,130
+7,620
788
$416K 0.01%
41,113
+1,900
789
$413K 0.01%
+7,730
790
$412K 0.01%
+35,000
791
$411K 0.01%
24,800
+1,700
792
$408K 0.01%
3,250
-2,200
793
$406K 0.01%
25,900
-61,700
794
$404K 0.01%
53,630
+2,900
795
$402K 0.01%
+6,300
796
$399K 0.01%
9,497
+144
797
$397K 0.01%
4,450
-220
798
$397K 0.01%
+46,660
799
$389K 0.01%
45,236
+9,240
800
$385K 0.01%
10,756
+666
30 31
32
33 34