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
$5.97B
AUM Growth
-$688M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,150
New
Increased
Reduced
Closed

Top Buys

1
+$46.9M
2
+$45.1M
3
+$43.9M
4
BMY icon
Bristol-Myers Squibb
BMY
+$35.5M
5
NSC icon
Norfolk Southern
NSC
+$32M

Top Sells

1
+$52.2M
2
+$51M
3
+$42.5M
4
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
+$41.7M
5
BKNG icon
Booking.com
BKNG
+$35.6M

Sector Composition

1 Technology 21.21%
2 Industrials 13.15%
3 Financials 12.16%
4 Consumer Discretionary 11.52%
5 Healthcare 10.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2.34M 0.04%
136,363
-10,300
377
$2.32M 0.04%
89,950
-8,600
378
$2.27M 0.04%
61,892
-680
379
$2.27M 0.04%
+87,760
380
$2.27M 0.04%
11,320
381
$2.24M 0.04%
112,542
+15,500
382
$2.23M 0.04%
+154,731
383
$2.21M 0.04%
+153,190
384
$2.21M 0.04%
+94,377
385
$2.21M 0.04%
30,160
-56,540
386
$2.19M 0.04%
118,188
-6,800
387
$2.17M 0.04%
42,660
+28,060
388
$2.1M 0.04%
+36,218
389
$2.1M 0.04%
83,787
-249,325
390
$2.09M 0.04%
119,680
-21,880
391
$2.08M 0.03%
+29,250
392
$2.06M 0.03%
+44,874
393
$2.06M 0.03%
+45,300
394
$2.06M 0.03%
+57,562
395
$2.04M 0.03%
+478,070
396
$2.04M 0.03%
40,281
397
$2.03M 0.03%
227,697
-1,200
398
$2.02M 0.03%
1,289
-3,158
399
$2.02M 0.03%
+38,340
400
$2.01M 0.03%
74,160
+29,770
14 15
16
17 18