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
651
$694K 0.01%
+6,220
652
$691K 0.01%
23,900
653
$684K 0.01%
+95,120
654
$684K 0.01%
+47,680
655
$683K 0.01%
+49,331
656
$680K 0.01%
+9,110
657
$677K 0.01%
+45,700
658
$674K 0.01%
35,260
+4,540
659
$672K 0.01%
19,212
-15,900
660
$671K 0.01%
56,380
+32,600
661
$670K 0.01%
+28,270
662
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6,795
+2,949
663
$662K 0.01%
+10,687
664
$658K 0.01%
+39,140
665
$657K 0.01%
+50,300
666
$656K 0.01%
+209,053
667
$653K 0.01%
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668
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46,400
669
$646K 0.01%
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670
$643K 0.01%
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671
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7,200
+3,340
672
$638K 0.01%
+17,587
673
$637K 0.01%
+47,010
674
$637K 0.01%
+313,800
675
$636K 0.01%
2,458
-195
25 26
27
28 29