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
551
$2.77M 0.02%
231,355
+123,112
552
$2.74M 0.02%
2,492,294
+2,012,348
553
$2.74M 0.02%
118,241
-2,291
554
$2.73M 0.02%
38,022
-741
555
$2.73M 0.02%
63,274
+2,197
556
$2.7M 0.02%
135,257
+26,504
557
$2.67M 0.02%
60,928
-1,346
558
$2.66M 0.02%
44,846
-1,251
559
$2.64M 0.02%
54,628
-128,684
560
$2.6M 0.02%
38,939
-9,806
561
$2.6M 0.02%
22,017
-28,011
562
$2.59M 0.02%
99,253
-32,303
563
$2.57M 0.02%
11,209
+10,129
564
$2.57M 0.02%
+26,911
565
$2.57M 0.02%
65,686
-451,236
566
$2.56M 0.02%
+24,771
567
$2.55M 0.02%
142,332
-39,289
568
$2.55M 0.02%
249,516
+100,433
569
$2.54M 0.02%
156,932
+51,953
570
$2.54M 0.02%
40,957
-3,831
571
$2.52M 0.02%
23,669
-16,595
572
$2.51M 0.02%
8,383
-66
573
$2.5M 0.02%
86,270
-115,559
574
$2.49M 0.02%
56,437
+30,771
575
$2.49M 0.02%
84,429
-2,356
21 22
23
24 25