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
826
$350K 0.01%
72,161
+18,735
827
$346K 0.01%
4,810
-27,170
828
$342K 0.01%
2,240
-300
829
$342K 0.01%
+22,490
830
$341K 0.01%
+6,670
831
$340K 0.01%
5,860
832
$340K 0.01%
+53,200
833
$338K 0.01%
3,244
+1,657
834
$336K 0.01%
+37,595
835
$334K 0.01%
11,458
-722
836
$332K 0.01%
+12,156
837
$331K 0.01%
102,444
-10,285
838
$318K 0.01%
8,450
-109,961
839
$316K 0.01%
4,521
+3,193
840
$315K 0.01%
+6,600
841
$315K 0.01%
+38,354
842
$314K 0.01%
77,805
-5,900
843
$311K 0.01%
121,799
+1,175
844
$310K 0.01%
8,859
-310
845
$310K 0.01%
45,049
+21,599
846
$304K 0.01%
+9,431
847
$303K 0.01%
8,068
-300
848
$302K 0.01%
38,681
+23,596
849
$292K 0.01%
35,194
-1,784
850
$291K 0.01%
+434
32 33
34
35 36