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
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1109
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1110
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1111
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1115
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1120
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1121
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1123
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1124
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-16,367
1125
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-10,606
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