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
$11.4B
AUM Growth
+$1.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$32.7M
3
+$29.2M
4
GILD icon
Gilead Sciences
GILD
+$26.7M
5
DVN icon
Devon Energy
DVN
+$26.4M

Top Sells

1
+$41M
2
+$38.9M
3
+$36.7M
4
CBRE icon
CBRE Group
CBRE
+$31.9M
5
MET icon
MetLife
MET
+$30.3M

Sector Composition

1 Technology 26.78%
2 Healthcare 14.08%
3 Consumer Discretionary 13.88%
4 Financials 13.05%
5 Industrials 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$22.2M 0.2%
822,887
+40,583
127
$22M 0.19%
2,660,736
-325,741
128
$21.9M 0.19%
40,988
-1,830
129
$21.7M 0.19%
422,783
+96,352
130
$21.6M 0.19%
1,815,807
-72,703
131
$21.6M 0.19%
460,129
-644,733
132
$21.3M 0.19%
229,045
-90,099
133
$21.3M 0.19%
1,110,253
-82,147
134
$21.2M 0.19%
+229,736
135
$21.1M 0.18%
440,603
-6,484
136
$20.5M 0.18%
658,227
-76,343
137
$20.5M 0.18%
509,706
-77,932
138
$20.3M 0.18%
234,939
-23,880
139
$20.2M 0.18%
57,042
+49,669
140
$20.2M 0.18%
538,723
-226,331
141
$20M 0.18%
485,575
+81,842
142
$19.9M 0.17%
314,717
-56,102
143
$19.9M 0.17%
33,017
+6,574
144
$19.7M 0.17%
238,063
-7,650
145
$19.5M 0.17%
54,620
-21,910
146
$19.3M 0.17%
146,160
147
$19.2M 0.17%
81,811
+2,750
148
$19M 0.17%
297,308
-1,842
149
$18.9M 0.17%
962,975
+612,180
150
$18.9M 0.17%
69,091
-17,394
4 5
6
7 8