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
826
$345K 0.01%
172,674
+10,441
827
$343K 0.01%
+63,946
828
$341K 0.01%
8,270
-3,790
829
$340K 0.01%
+48,193
830
$339K 0.01%
119,500
+4,400
831
$337K 0.01%
85,429
-21,963
832
$337K 0.01%
11,410
-500
833
$337K 0.01%
+36,680
834
$337K 0.01%
+381
835
$336K 0.01%
39,952
+39,526
836
$336K 0.01%
18,390
837
$334K 0.01%
+36,438
838
$334K 0.01%
173,002
-9,884
839
$332K 0.01%
5,680
-3,080
840
$331K 0.01%
32,008
-6,791
841
$331K 0.01%
+57,900
842
$328K 0.01%
51,540
+35,740
843
$327K 0.01%
11,920
-24,284
844
$327K 0.01%
6,130
+110
845
$325K 0.01%
+16,049
846
$324K 0.01%
32,050
-14,700
847
$324K 0.01%
111,848
+10,298
848
$323K 0.01%
27,490
+4,051
849
$323K 0.01%
+147,016
850
$322K 0.01%
67,417
-3,775
32 33
34
35 36