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
376
$6.58M 0.04%
652,253
+368,027
377
$6.58M 0.04%
277,638
-86,708
378
$6.57M 0.04%
49,117
-385,390
379
$6.54M 0.04%
95,512
+81,600
380
$6.38M 0.04%
581,729
-17,271
381
$6.36M 0.04%
397,378
+183,850
382
$6.35M 0.04%
150,660
-103,332
383
$6.34M 0.04%
215,790
+184,590
384
$6.31M 0.04%
+127,619
385
$6.26M 0.04%
122,161
-315,497
386
$6.26M 0.04%
319,010
+3,975
387
$6.26M 0.04%
65,346
-2,481
388
$6.2M 0.04%
211,693
+73,647
389
$6.19M 0.04%
2,737,900
+75,855
390
$6.07M 0.04%
490,979
-8,604
391
$6.06M 0.04%
126,660
-286,384
392
$6.02M 0.04%
147,341
-3,097
393
$5.98M 0.04%
1,120,199
+934,021
394
$5.98M 0.04%
113,830
-15,840
395
$5.96M 0.04%
280,653
-21,862
396
$5.9M 0.04%
210,793
+3,073
397
$5.89M 0.04%
118,805
+51,475
398
$5.88M 0.04%
426,498
399
$5.81M 0.04%
235,672
+93,508
400
$5.78M 0.04%
1,112,676
-2,173,534
14 15
16
17 18