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
876
$327K ﹤0.01%
+27,497
877
$325K ﹤0.01%
277,550
878
$323K ﹤0.01%
+8,695
879
$317K ﹤0.01%
47,595
-212,999
880
$317K ﹤0.01%
35,028
-1,133
881
$316K ﹤0.01%
1,250
882
$312K ﹤0.01%
236,534
+27,200
883
$311K ﹤0.01%
40,226
-17,814
884
$311K ﹤0.01%
23,595
+1,500
885
$310K ﹤0.01%
+3,449
886
$309K ﹤0.01%
2,030
-1,424
887
$303K ﹤0.01%
31,642
+3,415
888
$296K ﹤0.01%
12,252
-151
889
$296K ﹤0.01%
+823
890
$295K ﹤0.01%
107,168
+51,533
891
$295K ﹤0.01%
6,570
-53,147
892
$295K ﹤0.01%
54,151
-1,362
893
$295K ﹤0.01%
195,537
894
$294K ﹤0.01%
+7,462
895
$292K ﹤0.01%
25,141
-32,815
896
$292K ﹤0.01%
18,132
+3,366
897
$292K ﹤0.01%
6,270
-216
898
$289K ﹤0.01%
23,388
-2,269
899
$287K ﹤0.01%
16,988
-18,580
900
$284K ﹤0.01%
7,927
-3,070
34 35
36
37 38