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 21.23%
2 Industrials 13.16%
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
1126
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-22,600
1127
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-15,111
1128
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-6,700
1129
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-85,457
1130
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-10,100
1131
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-5,614
1132
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-13,700
1133
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-35,800
1134
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-59,456
1135
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-9,938
1136
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-7,120
1137
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-23,320
1138
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-31,180
1139
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-34,316
1140
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-11,544
1141
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-98,519
1142
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-3,330
1143
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1144
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-77,610
1145
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-4,410
1146
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-23,992
1147
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-26,560
1148
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-23,307
1149
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-9,711
1150
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-1,301,804
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