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
426
$5.1M 0.03%
110,923
-27,241
427
$5.08M 0.03%
+559,001
428
$5.07M 0.03%
226,275
-33,945
429
$5.05M 0.03%
185,670
-57,854
430
$4.95M 0.03%
9,802
+3,373
431
$4.94M 0.03%
140,748
-3,711
432
$4.92M 0.03%
112,822
-124,840
433
$4.9M 0.03%
541,237
+33,515
434
$4.85M 0.03%
+901,224
435
$4.84M 0.03%
+115,481
436
$4.83M 0.03%
302,558
+138,156
437
$4.81M 0.03%
284,248
-45,825
438
$4.81M 0.03%
123,501
-55,651
439
$4.72M 0.03%
293,078
+109,111
440
$4.68M 0.03%
+7,770
441
$4.64M 0.03%
84,314
-199,216
442
$4.63M 0.03%
668,692
-68,189
443
$4.59M 0.03%
362,096
-10,703
444
$4.59M 0.03%
118,500
+112,965
445
$4.56M 0.03%
1,340,666
-291,958
446
$4.55M 0.03%
102,128
+22,143
447
$4.55M 0.03%
+14,069
448
$4.52M 0.03%
190,615
-11,932
449
$4.5M 0.03%
39,687
+20,780
450
$4.48M 0.03%
676,267
-112,268
16 17
18
19 20