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
676
$480K 0.01%
14,804
-9,520
677
$475K 0.01%
5,388
-4,440
678
$475K 0.01%
155,192
-6,300
679
$472K 0.01%
6,510
-51,810
680
$464K 0.01%
15,891
+6,635
681
$460K 0.01%
48,250
+23,603
682
$457K 0.01%
12,638
-8,833
683
$453K 0.01%
11,324
-1,677
684
$451K 0.01%
+21,630
685
$450K 0.01%
22,009
-7,102
686
$448K 0.01%
53,868
-10,083
687
$442K 0.01%
16,147
-2,000
688
$442K 0.01%
38,242
-5,471
689
$441K 0.01%
69,043
+23,852
690
$439K 0.01%
20,024
-3,800
691
$439K 0.01%
+39,731
692
$434K 0.01%
+30,112
693
$433K 0.01%
+11,040
694
$432K 0.01%
62,951
-10,455
695
$427K 0.01%
+30,559
696
$426K 0.01%
11,800
+4,200
697
$426K 0.01%
+21,600
698
$426K 0.01%
+7,970
699
$423K 0.01%
25,553
+14,310
700
$422K 0.01%
14,066
26 27
28
29 30