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
401
$5.75M 0.04%
58,818
-8,043
402
$5.65M 0.04%
254,510
+5,404
403
$5.61M 0.04%
339,941
+291,038
404
$5.6M 0.04%
142,534
-253,217
405
$5.59M 0.04%
+110,112
406
$5.58M 0.04%
91,476
+46,397
407
$5.58M 0.04%
1,807,020
-18,005
408
$5.58M 0.04%
351,857
-736,105
409
$5.51M 0.04%
1,109,034
+520,314
410
$5.49M 0.04%
103,389
-34,464
411
$5.41M 0.04%
195,911
+11,225
412
$5.37M 0.04%
649,657
+1,108
413
$5.36M 0.04%
1,238,911
-155,159
414
$5.36M 0.04%
40,192
-42,321
415
$5.34M 0.04%
113,102
-4,203
416
$5.34M 0.04%
68,899
-10,675
417
$5.33M 0.04%
423,788
+383,154
418
$5.29M 0.04%
+23,230
419
$5.27M 0.04%
110,582
-6,737
420
$5.2M 0.03%
182,881
+55,466
421
$5.17M 0.03%
166,254
-6,998
422
$5.17M 0.03%
45,433
+1,884
423
$5.16M 0.03%
105,847
+5,152
424
$5.12M 0.03%
+139,871
425
$5.11M 0.03%
304,687
-2,916
15 16
17
18 19