Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.5B
1-Year Est. Return 20.81%
This Quarter Est. Return
1 Year Est. Return
+20.81%
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 14.85%
3 Consumer Discretionary 14.57%
4 Financials 13.2%
5 Industrials 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$242K ﹤0.01%
8,329
-234,523
927
$240K ﹤0.01%
240,238
-17,367
928
$239K ﹤0.01%
+3,962
929
$238K ﹤0.01%
31,251
-3,312
930
$238K ﹤0.01%
12,465
-1,958
931
$236K ﹤0.01%
+5,884
932
$234K ﹤0.01%
2,432
-6,271
933
$234K ﹤0.01%
+40,717
934
$232K ﹤0.01%
213,025
-136,996
935
$231K ﹤0.01%
3,651
+910
936
$231K ﹤0.01%
+7,519
937
$230K ﹤0.01%
30,682
-2,127
938
$229K ﹤0.01%
5,421
-519
939
$226K ﹤0.01%
29,363
-24,959
940
$225K ﹤0.01%
21,863
-17,551
941
$224K ﹤0.01%
2,100
942
$224K ﹤0.01%
+6,683
943
$223K ﹤0.01%
26,479
+22,870
944
$223K ﹤0.01%
3,728
-2,510
945
$223K ﹤0.01%
20,166
-1,810
946
$222K ﹤0.01%
+45,298
947
$222K ﹤0.01%
+3,596
948
$221K ﹤0.01%
34,339
-14,635
949
$219K ﹤0.01%
31,102
-1,577
950
$215K ﹤0.01%
+14,450
36 37
38
39 40