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
$5.26B
AUM Growth
-$618M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
928
New
Increased
Reduced
Closed

Top Buys

1
+$44.2M
2
+$43.4M
3
+$30.7M
4
CMCSA icon
Comcast
CMCSA
+$29.8M
5
C icon
Citigroup
C
+$24.2M

Top Sells

1
+$68.5M
2
+$37.7M
3
+$35.3M
4
BRCM
BROADCOM CORP CL-A
BRCM
+$31.3M
5
IFF icon
International Flavors & Fragrances
IFF
+$27.1M

Sector Composition

1 Financials 17.72%
2 Healthcare 17.4%
3 Technology 16.82%
4 Consumer Discretionary 10.62%
5 Industrials 10.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$17.4M 0.33%
360,254
-251,772
102
$17.1M 0.33%
288,784
-48,508
103
$17M 0.32%
233,953
-162,884
104
$16.9M 0.32%
135,295
-50,091
105
$16.6M 0.32%
261,131
+257,104
106
$16.6M 0.32%
569,244
+157,590
107
$16.6M 0.32%
312,420
+8,160
108
$16.5M 0.31%
255,740
+4,700
109
$16.4M 0.31%
296,215
-44,838
110
$16.4M 0.31%
276,704
+5,840
111
$16.3M 0.31%
364,425
+12,790
112
$16.1M 0.31%
910,930
-87,600
113
$16M 0.3%
249,516
+1,520
114
$15.6M 0.3%
96,218
+7,970
115
$15.6M 0.3%
414,905
+88,590
116
$15.4M 0.29%
1,056,121
+163,161
117
$15.2M 0.29%
159,425
+10,690
118
$15.1M 0.29%
609,500
+344,824
119
$14.8M 0.28%
663,519
-46,140
120
$14.5M 0.28%
113,119
-3,210
121
$14.3M 0.27%
+196,810
122
$14.2M 0.27%
535,771
-16,200
123
$14.1M 0.27%
350,371
+80,293
124
$14.1M 0.27%
330,570
+301,620
125
$14M 0.27%
150,280
-167,840
3 4
5
6 7