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
$9.65B
AUM Growth
+$414M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,150
New
Increased
Reduced
Closed

Top Buys

1
+$57.5M
2
+$39.5M
3
+$27M
4
OXY icon
Occidental Petroleum
OXY
+$27M
5
HRB icon
H&R Block
HRB
+$20.6M

Top Sells

1
+$46.3M
2
+$38.4M
3
+$36.7M
4
MA icon
Mastercard
MA
+$34.9M
5
MRK icon
Merck
MRK
+$33.8M

Sector Composition

1 Technology 26.16%
2 Healthcare 14.84%
3 Consumer Discretionary 14.57%
4 Financials 13.21%
5 Industrials 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$537K 0.01%
16,650
+2,927
777
$536K 0.01%
99,850
+45,020
778
$535K 0.01%
40,394
+20,337
779
$533K 0.01%
200,128
+139,818
780
$533K 0.01%
53,013
-9,714
781
$526K 0.01%
44,525
+18,056
782
$525K 0.01%
53,514
-7,937
783
$524K 0.01%
+9,507
784
$521K 0.01%
53,561
785
$519K 0.01%
19,699
-1,610
786
$518K 0.01%
41,273
-15,644
787
$513K 0.01%
+8,446
788
$513K 0.01%
74,607
-379
789
$511K 0.01%
+13,319
790
$507K 0.01%
76,271
-9,936
791
$498K 0.01%
7,220
-14,858
792
$497K 0.01%
26,986
-30,329
793
$496K 0.01%
81,884
-6,311
794
$492K 0.01%
28,278
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795
$491K 0.01%
86,619
-63,734
796
$487K 0.01%
+11,858
797
$485K 0.01%
27,015
-600
798
$484K 0.01%
34,154
+16,674
799
$484K 0.01%
64,305
800
$483K 0.01%
93,539
+77,824
30 31
32
33 34