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
26
$95.9M 0.64%
727,089
-123,495
27
$95.5M 0.64%
811,331
+47,085
28
$95.4M 0.64%
1,124,451
-103,577
29
$94.1M 0.63%
5,968,277
-903,841
30
$93.4M 0.63%
1,213,288
-423,186
31
$91.9M 0.62%
1,864,698
-284,198
32
$91.1M 0.61%
359,016
-64,469
33
$89.7M 0.6%
573,244
-97,246
34
$88.4M 0.59%
1,557,860
-157,405
35
$87.7M 0.59%
1,937,099
-377,214
36
$87.3M 0.58%
949,091
-139,342
37
$87.1M 0.58%
1,238,041
+542,627
38
$85.4M 0.57%
979,801
-172,591
39
$83.4M 0.56%
385,749
-102,263
40
$83.2M 0.56%
1,299,512
+833,225
41
$79M 0.53%
1,076,691
-48,964
42
$77.8M 0.52%
1,511,492
+73,505
43
$77.7M 0.52%
1,034,111
+947,741
44
$75.6M 0.51%
690,401
+58,129
45
$75.3M 0.5%
112,590
+70,950
46
$74.7M 0.5%
735,552
-112,576
47
$74.5M 0.5%
560,967
-161,438
48
$73.1M 0.49%
1,009,190
-62,952
49
$72.8M 0.49%
779,866
-143,833
50
$72.8M 0.49%
1,265,442
-112,382
1
2
3 4 5