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
851
$321K 0.01%
54,355
-8,030
852
$319K 0.01%
+325
853
$319K 0.01%
+17,980
854
$319K 0.01%
+44,615
855
$317K 0.01%
+22,789
856
$317K 0.01%
+43,900
857
$316K 0.01%
+8,500
858
$314K 0.01%
10,874
859
$314K 0.01%
+323,429
860
$313K 0.01%
+18,500
861
$312K 0.01%
44,578
-20,572
862
$312K 0.01%
+11,380
863
$309K 0.01%
+48,093
864
$308K 0.01%
+16,433
865
$305K 0.01%
+7,620
866
$304K 0.01%
+21,041
867
$304K 0.01%
+42,200
868
$303K 0.01%
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869
$303K 0.01%
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870
$303K 0.01%
+10,030
871
$298K 0.01%
23,180
-140,010
872
$298K 0.01%
+96,300
873
$298K 0.01%
+109,141
874
$297K 0.01%
+82,019
875
$296K 0.01%
14,500
-23,000
33 34
35
36 37