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
351
$7.63M 0.05%
174,398
+69,416
352
$7.62M 0.05%
122,357
-12,516
353
$7.59M 0.05%
428,426
-29,520
354
$7.54M 0.05%
+40,011
355
$7.51M 0.05%
152,967
-24,157
356
$7.46M 0.05%
232,422
+36,022
357
$7.42M 0.05%
66,941
-6,117
358
$7.42M 0.05%
41,539
-21,450
359
$7.39M 0.05%
559,578
+248,584
360
$7.27M 0.05%
142,692
-20,407
361
$7.24M 0.05%
+65,132
362
$7.12M 0.05%
1,014,556
+409,917
363
$7.1M 0.05%
198,893
-32,012
364
$7.08M 0.05%
87,275
-2,340
365
$7.01M 0.05%
157,618
+43,943
366
$6.83M 0.05%
204,745
+75,134
367
$6.71M 0.04%
60,676
-73,527
368
$6.69M 0.04%
282,571
-21,595
369
$6.66M 0.04%
+100,089
370
$6.66M 0.04%
59,888
-107,440
371
$6.65M 0.04%
470,231
-24,881
372
$6.63M 0.04%
1,389,060
+150,392
373
$6.62M 0.04%
148,953
-52,417
374
$6.62M 0.04%
32,376
-6,642
375
$6.61M 0.04%
229,396
+5,603
13 14
15
16 17