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
776
$414K 0.01%
121,043
+99,443
777
$413K 0.01%
4,400
-20,270
778
$412K 0.01%
+11,420
779
$411K 0.01%
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780
$409K 0.01%
61,169
+34,308
781
$408K 0.01%
6,240
-30,670
782
$408K 0.01%
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-286,340
783
$408K 0.01%
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784
$408K 0.01%
157,091
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785
$405K 0.01%
5,598
-1,977
786
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77,593
+64,293
787
$402K 0.01%
+1,490
788
$401K 0.01%
+7,330
789
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9,120
-44,886
790
$397K 0.01%
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101,100
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793
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795
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18,020
-10,160
796
$389K 0.01%
19,005
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797
$388K 0.01%
17,600
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798
$387K 0.01%
32,630
-37,470
799
$386K 0.01%
+9,180
800
$386K 0.01%
9,630
-31,310
30 31
32
33 34