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
951
$214K ﹤0.01%
+26,702
952
$214K ﹤0.01%
+1,005
953
$213K ﹤0.01%
10,708
954
$212K ﹤0.01%
18,303
+7,179
955
$212K ﹤0.01%
218
-812
956
$212K ﹤0.01%
+14,737
957
$210K ﹤0.01%
35,451
-17,992
958
$208K ﹤0.01%
+11,268
959
$205K ﹤0.01%
+17,751
960
$203K ﹤0.01%
5,422
-10,566
961
$201K ﹤0.01%
+9,791
962
$201K ﹤0.01%
3,553
-60,260
963
$198K ﹤0.01%
65,633
-2,918
964
$191K ﹤0.01%
14,922
-6,463
965
$188K ﹤0.01%
28,739
-6,946
966
$187K ﹤0.01%
+7,190
967
$187K ﹤0.01%
+12,565
968
$187K ﹤0.01%
14,258
-3,888
969
$185K ﹤0.01%
+19,547
970
$184K ﹤0.01%
32,109
-29,611
971
$176K ﹤0.01%
31,137
-5,960
972
$175K ﹤0.01%
37,335
+23,209
973
$174K ﹤0.01%
28,986
974
$169K ﹤0.01%
14,643
-8,802
975
$168K ﹤0.01%
41,968
-36,666