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
$5.97B
AUM Growth
-$688M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,150
New
Increased
Reduced
Closed

Top Buys

1
+$46.9M
2
+$45.1M
3
+$43.9M
4
BMY icon
Bristol-Myers Squibb
BMY
+$35.5M
5
NSC icon
Norfolk Southern
NSC
+$32M

Top Sells

1
+$52.2M
2
+$51M
3
+$42.5M
4
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
+$41.7M
5
BKNG icon
Booking.com
BKNG
+$35.6M

Sector Composition

1 Technology 21.21%
2 Industrials 13.15%
3 Financials 12.16%
4 Consumer Discretionary 11.52%
5 Healthcare 10.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
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1053
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-827
1054
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1055
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1057
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1059
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-21,996
1060
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-297,963
1061
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1062
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-6,779
1063
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-54,440
1064
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1065
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1066
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1069
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1070
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1071
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1072
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1073
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1074
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1075
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-664,740
41 42
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44 45