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
876
$231K ﹤0.01%
1,720
-2,341
877
$229K ﹤0.01%
+7,742
878
$229K ﹤0.01%
8,425
-1,080
879
$229K ﹤0.01%
2,780
880
$228K ﹤0.01%
+7,947
881
$228K ﹤0.01%
+12,730
882
$227K ﹤0.01%
85,332
+31,589
883
$227K ﹤0.01%
+33,900
884
$225K ﹤0.01%
26,400
885
$224K ﹤0.01%
81,848
+27,600
886
$223K ﹤0.01%
314
-15,551
887
$223K ﹤0.01%
4,890
+28
888
$221K ﹤0.01%
91,575
+69,981
889
$220K ﹤0.01%
29,014
+5,400
890
$219K ﹤0.01%
3,374
-75
891
$218K ﹤0.01%
3,450
892
$214K ﹤0.01%
+4,800
893
$213K ﹤0.01%
6,740
-3,000
894
$213K ﹤0.01%
14,682
-909
895
$212K ﹤0.01%
8,500
-12,623
896
$211K ﹤0.01%
2,310
-32,540
897
$209K ﹤0.01%
17,100
-11,100
898
$209K ﹤0.01%
2,210
899
$209K ﹤0.01%
20,056
+1,629
900
$209K ﹤0.01%
25,928
+8,642
34 35
36
37 38