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
926
$170K ﹤0.01%
15,083
-183,017
927
$168K ﹤0.01%
10,900
928
$167K ﹤0.01%
+1,717
929
$156K ﹤0.01%
21,814
-1,045
930
$155K ﹤0.01%
928
931
$152K ﹤0.01%
44,553
932
$145K ﹤0.01%
+14,026
933
$145K ﹤0.01%
52,800
-200
934
$143K ﹤0.01%
+38,900
935
$142K ﹤0.01%
203,397
-28,661
936
$142K ﹤0.01%
+20,888
937
$141K ﹤0.01%
+13,364
938
$138K ﹤0.01%
+19,197
939
$137K ﹤0.01%
+2,838
940
$135K ﹤0.01%
17,800
941
$133K ﹤0.01%
10,044
-2,883
942
$132K ﹤0.01%
2,512
943
$129K ﹤0.01%
2,636
-758
944
$129K ﹤0.01%
+10,256
945
$127K ﹤0.01%
24,854
-2,700
946
$126K ﹤0.01%
19,483
+8,868
947
$125K ﹤0.01%
+10,800
948
$122K ﹤0.01%
74,044
-63,504
949
$111K ﹤0.01%
61,226
950
$106K ﹤0.01%
1,236
-517
36 37
38
39 40