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
501
$3.52M 0.02%
111,471
-8,070
502
$3.51M 0.02%
53,742
-4,855
503
$3.49M 0.02%
190,071
+5,244
504
$3.44M 0.02%
71,436
-11,836
505
$3.42M 0.02%
62,629
+40,977
506
$3.39M 0.02%
72,015
+15,120
507
$3.37M 0.02%
114,666
-45,520
508
$3.35M 0.02%
118,859
-272
509
$3.32M 0.02%
47,965
+25,267
510
$3.32M 0.02%
234,062
-119,981
511
$3.3M 0.02%
216,726
-12,468
512
$3.27M 0.02%
46,881
+42,707
513
$3.26M 0.02%
30,206
+20,388
514
$3.26M 0.02%
165,642
+94,608
515
$3.25M 0.02%
323,687
+247,492
516
$3.23M 0.02%
139,662
-2,136
517
$3.2M 0.02%
560,272
+71,604
518
$3.17M 0.02%
+363,498
519
$3.15M 0.02%
+19,232
520
$3.13M 0.02%
421,757
+324,402
521
$3.12M 0.02%
25,130
-47,019
522
$3.11M 0.02%
+32,027
523
$3.1M 0.02%
89,317
+889
524
$3.08M 0.02%
193,141
+180,854
525
$3.08M 0.02%
452,877
-59,642
19 20
21
22 23