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
826
$435K ﹤0.01%
+1
827
$434K ﹤0.01%
29,917
+27,834
828
$428K ﹤0.01%
31,469
-5,956
829
$428K ﹤0.01%
67,755
-53,383
830
$427K ﹤0.01%
+49,147
831
$425K ﹤0.01%
5,413
-571
832
$425K ﹤0.01%
51,441
+24,218
833
$425K ﹤0.01%
22,248
+7,266
834
$424K ﹤0.01%
30,153
-4,922
835
$423K ﹤0.01%
11,540
-2,076
836
$423K ﹤0.01%
1,077
837
$420K ﹤0.01%
285,974
+45,587
838
$418K ﹤0.01%
157,860
+135,847
839
$409K ﹤0.01%
13,545
-5,630
840
$409K ﹤0.01%
92,264
+2,068
841
$401K ﹤0.01%
44,000
-3,800
842
$398K ﹤0.01%
12,418
-607
843
$398K ﹤0.01%
131,315
+29,027
844
$397K ﹤0.01%
11,488
-13,537
845
$396K ﹤0.01%
64,002
+14,324
846
$394K ﹤0.01%
+51,974
847
$393K ﹤0.01%
27,701
-35,528
848
$389K ﹤0.01%
+7,880
849
$388K ﹤0.01%
17,145
-2,164
850
$388K ﹤0.01%
5,058
-295
32 33
34
35 36