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
$14.9B
AUM Growth
+$82.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,150
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$102M
3
+$71.2M
4
BMY icon
Bristol-Myers Squibb
BMY
+$54.8M
5
MPC icon
Marathon Petroleum
MPC
+$53.3M

Top Sells

1
+$92.6M
2
+$92.5M
3
+$88.5M
4
BK icon
Bank of New York Mellon
BK
+$86.5M
5
GM icon
General Motors
GM
+$85.5M

Sector Composition

1 Technology 22.72%
2 Healthcare 14.02%
3 Consumer Discretionary 12.92%
4 Financials 11.35%
5 Industrials 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$15.6M 0.1%
46,246
-25,550
227
$15.3M 0.1%
641,342
-64,019
228
$15.3M 0.1%
78,121
+60,964
229
$15.2M 0.1%
97,483
+80,586
230
$15.2M 0.1%
332,445
+281,027
231
$15.1M 0.1%
213,331
-563,354
232
$14.9M 0.1%
472,415
-16,011
233
$14.9M 0.1%
427,734
-13,955
234
$14.8M 0.1%
229,563
+1,658
235
$14.8M 0.1%
+161,309
236
$14.8M 0.1%
520,313
-66,263
237
$14.7M 0.1%
310,594
-203,047
238
$14.7M 0.1%
+377,425
239
$14.6M 0.1%
501,171
-14,988
240
$14.6M 0.1%
295,395
+209,438
241
$14.6M 0.1%
+247,348
242
$14.4M 0.1%
224,156
+39,808
243
$14.4M 0.1%
+348,492
244
$14.2M 0.09%
507,364
+284,322
245
$14.1M 0.09%
1,724,821
-218,133
246
$13.7M 0.09%
121,540
+81,140
247
$13.7M 0.09%
420,702
+298,712
248
$13.6M 0.09%
332,146
-18,174
249
$13.6M 0.09%
187,721
+164,639
250
$13.5M 0.09%
78,032
-54,391
8 9
10
11 12