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
851
$386K ﹤0.01%
1,827
-200
852
$384K ﹤0.01%
34,461
+13,286
853
$383K ﹤0.01%
+40,240
854
$378K ﹤0.01%
178,144
-2,717
855
$377K ﹤0.01%
2,711
+794
856
$377K ﹤0.01%
25,384
+1,124
857
$375K ﹤0.01%
2,509
-3,474
858
$375K ﹤0.01%
4,211
-201
859
$372K ﹤0.01%
+11,974
860
$369K ﹤0.01%
6,263
861
$368K ﹤0.01%
12,700
862
$364K ﹤0.01%
467
863
$364K ﹤0.01%
45,801
-495,278
864
$364K ﹤0.01%
107,733
+17,444
865
$358K ﹤0.01%
73,137
+9,581
866
$352K ﹤0.01%
11,564
+4,325
867
$352K ﹤0.01%
+221,111
868
$349K ﹤0.01%
279,344
+82,783
869
$349K ﹤0.01%
71,861
-38,452
870
$347K ﹤0.01%
+722
871
$342K ﹤0.01%
+5,225
872
$341K ﹤0.01%
29,498
873
$334K ﹤0.01%
10,283
-2,184
874
$333K ﹤0.01%
144,657
-189,233
875
$329K ﹤0.01%
222,381
+95,709
33 34
35
36 37