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
476
$1.5M 0.03%
+86,826
477
$1.49M 0.03%
+69,480
478
$1.49M 0.03%
39,330
+31,440
479
$1.48M 0.03%
76,452
-86,520
480
$1.48M 0.03%
71,254
-3,820
481
$1.48M 0.03%
44,110
-13,930
482
$1.48M 0.03%
+53,224
483
$1.46M 0.03%
+103,700
484
$1.45M 0.03%
21,790
-1,210
485
$1.45M 0.03%
+72,164
486
$1.45M 0.03%
+95,700
487
$1.45M 0.03%
+82,890
488
$1.45M 0.03%
89,880
-21,940
489
$1.42M 0.03%
+129,690
490
$1.41M 0.03%
41,910
-240
491
$1.4M 0.03%
+153,600
492
$1.4M 0.03%
+104,308
493
$1.37M 0.03%
66,530
+44,330
494
$1.36M 0.03%
42,359
+31,259
495
$1.36M 0.03%
101,863
-151,201
496
$1.36M 0.03%
10,920
+5,900
497
$1.35M 0.03%
+85,554
498
$1.35M 0.03%
39,310
499
$1.33M 0.03%
57,080
+26,350
500
$1.33M 0.03%
+141,840
18 19
20
21 22