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
451
$4.48M 0.03%
397,653
-1,291,947
452
$4.47M 0.03%
69,335
-22,379
453
$4.45M 0.03%
115,007
-7,035
454
$4.45M 0.03%
79,446
+1,018
455
$4.45M 0.03%
49,017
+14,699
456
$4.45M 0.03%
261,494
-23,731
457
$4.36M 0.03%
187,329
-13,799
458
$4.36M 0.03%
21,491
-40,360
459
$4.3M 0.03%
171,699
+12,768
460
$4.29M 0.03%
33,457
-589
461
$4.28M 0.03%
+144,098
462
$4.26M 0.03%
29,379
-9,651
463
$4.26M 0.03%
121,257
+1,794
464
$4.25M 0.03%
8,993
-1,803
465
$4.25M 0.03%
69,798
-151,009
466
$4.25M 0.03%
31,285
-28,273
467
$4.24M 0.03%
103,042
-2,836
468
$4.22M 0.03%
81,455
-643,257
469
$4.2M 0.03%
245,806
-17,663
470
$4.16M 0.03%
157,975
-9,925
471
$4.13M 0.03%
+403,773
472
$4.09M 0.03%
95,240
-960
473
$4.08M 0.03%
382,826
-115,063
474
$4.04M 0.03%
181,351
-50,525
475
$4.02M 0.03%
20,099
-11,030
17 18
19
20 21