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
1076
-2,006
1077
-61,713
1078
-3,337
1079
-35,166
1080
-16,055
1081
-1,388,432
1082
-58,666
1083
-14,250
1084
-37,823
1085
-391,162
1086
-23,875
1087
-486,361
1088
-342,428
1089
-278,565
1090
-26,840
1091
-284,894
1092
-45,551
1093
-1,031,294
1094
-10,560
1095
-92,334
1096
-36,768
1097
-181,669
1098
-11,350
1099
-135,644
1100
-118,898