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
526
$3.08M 0.02%
14,892
+249
527
$3.06M 0.02%
39,629
-258,322
528
$3.06M 0.02%
+358,993
529
$3.04M 0.02%
+4,469
530
$3.04M 0.02%
46,383
-2,095
531
$3.03M 0.02%
34,704
-37,048
532
$3.02M 0.02%
49,945
-115,308
533
$3.02M 0.02%
42,010
-291,900
534
$3.02M 0.02%
532,318
-80,655
535
$3.01M 0.02%
52,340
-12,729
536
$3M 0.02%
+200,349
537
$2.99M 0.02%
134,510
+118,126
538
$2.99M 0.02%
201,313
+286
539
$2.98M 0.02%
12,687
+10,767
540
$2.95M 0.02%
18,843
+4,505
541
$2.9M 0.02%
111,208
-4,132
542
$2.9M 0.02%
175,213
-73,933
543
$2.89M 0.02%
282,805
-56,136
544
$2.85M 0.02%
130,953
-55,344
545
$2.85M 0.02%
96,550
+61,563
546
$2.84M 0.02%
23,195
-6,458
547
$2.84M 0.02%
66,359
+45,311
548
$2.83M 0.02%
129,600
-8,176
549
$2.82M 0.02%
66,279
-7,578
550
$2.77M 0.02%
375,701
+30,649
20 21
22
23 24