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
476
$4.01M 0.03%
155,784
+97,225
477
$3.99M 0.03%
195,160
-29,792
478
$3.98M 0.03%
416,483
-131,637
479
$3.96M 0.03%
97,162
+57,616
480
$3.96M 0.03%
149,850
-18,893
481
$3.95M 0.03%
86,369
-16,380
482
$3.93M 0.03%
+108,191
483
$3.92M 0.03%
48,410
-1,903
484
$3.9M 0.03%
157,260
+37,470
485
$3.89M 0.03%
156,476
+136,523
486
$3.84M 0.03%
+235,524
487
$3.84M 0.03%
222,492
+48,860
488
$3.84M 0.03%
32,096
-284,657
489
$3.77M 0.03%
464,172
-27,693
490
$3.68M 0.02%
42,948
+868
491
$3.66M 0.02%
604,958
-17,139
492
$3.65M 0.02%
88,041
-281,269
493
$3.64M 0.02%
147,035
-12,330
494
$3.63M 0.02%
534,636
-29,446
495
$3.62M 0.02%
301,759
-117,845
496
$3.58M 0.02%
42,180
+25,781
497
$3.55M 0.02%
155,249
-6,914
498
$3.54M 0.02%
51,074
-46,067
499
$3.54M 0.02%
148,275
-3,666
500
$3.53M 0.02%
220,626
-44,544
18 19
20
21 22