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
951
$104K ﹤0.01%
+12,000
952
$99K ﹤0.01%
11,540
-3,376
953
$95K ﹤0.01%
19,952
-200
954
$95K ﹤0.01%
66,803
+35,100
955
$93K ﹤0.01%
+154
956
$87K ﹤0.01%
+1,902
957
$86K ﹤0.01%
+16
958
$85K ﹤0.01%
+628
959
$80K ﹤0.01%
5,331
+4,077
960
$79K ﹤0.01%
10,761
-13,195
961
$72K ﹤0.01%
+30,300
962
$69K ﹤0.01%
+13,290
963
$68K ﹤0.01%
22,100
+6,300
964
$61K ﹤0.01%
+472
965
$59K ﹤0.01%
13,930
+2,252
966
$55K ﹤0.01%
+1,533
967
$50K ﹤0.01%
+14,000
968
$49K ﹤0.01%
11
969
$48K ﹤0.01%
2,511
970
$42K ﹤0.01%
16,857
-43,777
971
$37K ﹤0.01%
+880
972
$31K ﹤0.01%
110
-158
973
$22K ﹤0.01%
+10,000
974
$12K ﹤0.01%
+1,260
975
– –
-4,200
37 38
39
40 41