Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.9B
1-Year Est. Return 21.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.9%
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
+$35.7M
2
+$30.3M
3
+$22.4M
4
YUMC icon
Yum China
YUMC
+$17.6M
5
OXY icon
Occidental Petroleum
OXY
+$17.3M

Top Sells

1
+$36.5M
2
+$32.4M
3
+$17.1M
4
NVR icon
NVR
NVR
+$16.3M
5
DE icon
Deere & Co
DE
+$16.2M

Sector Composition

1 Technology 19.48%
2 Financials 17.92%
3 Industrials 13.45%
4 Consumer Discretionary 11.28%
5 Healthcare 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$291K 0.01%
11,135
+2,120
852
$285K 0.01%
+3,960
853
$280K ﹤0.01%
148,630
-13,393
854
$279K ﹤0.01%
8,260
-30
855
$278K ﹤0.01%
+4,900
856
$277K ﹤0.01%
7,830
-16,300
857
$277K ﹤0.01%
4,718
-29,790
858
$275K ﹤0.01%
7,170
-1,170
859
$274K ﹤0.01%
11,870
-7,820
860
$272K ﹤0.01%
+11,600
861
$268K ﹤0.01%
2,900
862
$267K ﹤0.01%
+7,490
863
$260K ﹤0.01%
6,150
864
$259K ﹤0.01%
5,200
865
$256K ﹤0.01%
+34,000
866
$254K ﹤0.01%
+6,318
867
$251K ﹤0.01%
+5,500
868
$250K ﹤0.01%
51,600
869
$248K ﹤0.01%
190,856
870
$243K ﹤0.01%
16,770
+5,100
871
$243K ﹤0.01%
+5,000
872
$243K ﹤0.01%
242,208
+38,800
873
$242K ﹤0.01%
4,364
-676
874
$238K ﹤0.01%
+64,425
875
$233K ﹤0.01%
86,848
+16,328
33 34
35
36 37