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
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%
+5,000
871
$243K ﹤0.01%
16,770
+5,100
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