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
276
$11.3M 0.08%
1,022,928
+377,051
277
$11.3M 0.08%
25,708
+960
278
$11.2M 0.08%
384,168
+86,117
279
$11.2M 0.08%
+83,620
280
$11.2M 0.07%
607,759
+81,242
281
$11.2M 0.07%
308,232
-204,076
282
$11.1M 0.07%
44,803
-13,709
283
$10.9M 0.07%
256,893
+217,186
284
$10.9M 0.07%
133,557
-22,356
285
$10.9M 0.07%
49,962
+30,992
286
$10.9M 0.07%
1,035,785
+9,158
287
$10.7M 0.07%
+64,515
288
$10.7M 0.07%
520,606
-110,253
289
$10.7M 0.07%
131,640
+119,456
290
$10.7M 0.07%
401,598
-18,877
291
$10.7M 0.07%
105,297
+61,154
292
$10.6M 0.07%
844,265
-839,899
293
$10.6M 0.07%
+206,566
294
$10.5M 0.07%
201,624
-20,718
295
$10.4M 0.07%
886,343
+130,458
296
$10.4M 0.07%
62,456
+3,046
297
$10.4M 0.07%
35,814
-238,040
298
$10.3M 0.07%
908,432
-68,931
299
$10.2M 0.07%
65,523
+32,363
300
$10.2M 0.07%
96,145
-444
10 11
12
13 14