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
551
$1.08M 0.02%
43,110
-600
552
$1.06M 0.02%
+10,570
553
$1.06M 0.02%
+12,230
554
$1.06M 0.02%
28,220
555
$1.06M 0.02%
+49,332
556
$1.05M 0.02%
9,400
-30,446
557
$1.05M 0.02%
+53,300
558
$1.05M 0.02%
24,920
+15,460
559
$1.03M 0.02%
33,988
-1,200
560
$1.03M 0.02%
+16,020
561
$1.02M 0.02%
+525,794
562
$1.02M 0.02%
+40,820
563
$1.02M 0.02%
50,369
-4,200
564
$1.01M 0.02%
+73,668
565
$1M 0.02%
+73,496
566
$996K 0.02%
+339,967
567
$996K 0.02%
32,859
-3,340
568
$987K 0.02%
+20,117
569
$987K 0.02%
+52,590
570
$986K 0.02%
+22,190
571
$978K 0.02%
+346,943
572
$968K 0.02%
87,878
-59,100
573
$967K 0.02%
35,117
574
$963K 0.02%
+26,506
575
$962K 0.02%
36,900
-15,300
21 22
23
24 25