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
$4.72B
AUM Growth
-$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,246
New
Increased
Reduced
Closed

Top Buys

1
+$33.9M
2
+$31.7M
3
+$29.6M
4
DVN icon
Devon Energy
DVN
+$22M
5
MRO
Marathon Oil Corporation
MRO
+$21.9M

Top Sells

1
+$51.2M
2
+$50.8M
3
+$46.2M
4
BMY icon
Bristol-Myers Squibb
BMY
+$35.4M
5
PPG icon
PPG Industries
PPG
+$31.5M

Sector Composition

1 Financials 16.07%
2 Technology 16.05%
3 Healthcare 13.89%
4 Consumer Discretionary 12.13%
5 Industrials 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.8M 0.04%
62,960
+3,530
427
$1.8M 0.04%
+148,114
428
$1.8M 0.04%
119,650
-92,218
429
$1.8M 0.04%
37,667
-8,840
430
$1.79M 0.04%
117,430
-27,710
431
$1.76M 0.04%
128,641
-3,900
432
$1.74M 0.04%
+92,100
433
$1.74M 0.04%
61,442
+11,330
434
$1.74M 0.04%
43,065
-92,470
435
$1.74M 0.04%
65,839
-181,231
436
$1.74M 0.04%
+51,960
437
$1.74M 0.04%
+141,373
438
$1.73M 0.04%
14,457
439
$1.73M 0.04%
456,378
-30,407
440
$1.72M 0.04%
+183,436
441
$1.72M 0.04%
14,860
-400,430
442
$1.72M 0.04%
5,037
-71,539
443
$1.7M 0.04%
35,360
-95,309
444
$1.69M 0.04%
+82,460
445
$1.69M 0.04%
62,470
+47,750
446
$1.68M 0.04%
75,373
-483,210
447
$1.68M 0.04%
82,376
+37,044
448
$1.68M 0.04%
+29,490
449
$1.68M 0.04%
23,040
-32,312
450
$1.68M 0.04%
+13,040
16 17
18
19 20