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
801
$386K 0.01%
+47,900
802
$385K 0.01%
88,418
+15,313
803
$385K 0.01%
+19,348
804
$384K 0.01%
6,390
-18,050
805
$384K 0.01%
+1,503
806
$384K 0.01%
+152,200
807
$380K 0.01%
+26,016
808
$377K 0.01%
22,200
-5,600
809
$376K 0.01%
10,230
+2,670
810
$374K 0.01%
+24,191
811
$371K 0.01%
+82,350
812
$371K 0.01%
+46,000
813
$369K 0.01%
+31,659
814
$368K 0.01%
204,447
+167,194
815
$364K 0.01%
117,271
+73,911
816
$362K 0.01%
+145,313
817
$357K 0.01%
+72,100
818
$356K 0.01%
13,100
-69,148
819
$356K 0.01%
28,542
-6,100
820
$355K 0.01%
+4,730
821
$355K 0.01%
+18,901
822
$355K 0.01%
+9,750
823
$354K 0.01%
+28,250
824
$350K 0.01%
+13,300
825
$349K 0.01%
6,910
+1,140
31 32
33
34 35