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
801
$379K 0.01%
38,315
-1,000
802
$379K 0.01%
+33,080
803
$379K 0.01%
75,460
+21,650
804
$374K 0.01%
31,000
+700
805
$374K 0.01%
+21,200
806
$371K 0.01%
+12,593
807
$369K 0.01%
16,078
+2,543
808
$367K 0.01%
11,882
+1,937
809
$365K 0.01%
15,859
+5,398
810
$362K 0.01%
+17,400
811
$360K 0.01%
6,011
+3,684
812
$360K 0.01%
+16,292
813
$359K 0.01%
+10,100
814
$359K 0.01%
22,780
+7,200
815
$358K 0.01%
15,081
-24,465
816
$358K 0.01%
+12,471
817
$357K 0.01%
+67,800
818
$356K 0.01%
+5,225
819
$356K 0.01%
+7,175
820
$355K 0.01%
+24,710
821
$353K 0.01%
+17
822
$353K 0.01%
+47,304
823
$352K 0.01%
+86,800
824
$352K 0.01%
28,470
+2,204
825
$351K 0.01%
+8,200
31 32
33
34 35