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
576
$2.47M 0.02%
32,681
+23,971
577
$2.46M 0.02%
146,882
+1,895
578
$2.46M 0.02%
252,017
+231,382
579
$2.45M 0.02%
112,731
+18,943
580
$2.44M 0.02%
22,889
-35
581
$2.44M 0.02%
334,169
+77,281
582
$2.42M 0.02%
117,993
-2,664
583
$2.41M 0.02%
53,301
+366
584
$2.38M 0.02%
26,072
-7,473
585
$2.36M 0.02%
85,590
-3,258
586
$2.35M 0.02%
+40,805
587
$2.35M 0.02%
1,523,248
-500,220
588
$2.34M 0.02%
231,427
+4,695
589
$2.32M 0.02%
67,448
590
$2.31M 0.02%
140,982
+23,686
591
$2.31M 0.02%
33,596
-21,072
592
$2.3M 0.02%
756,675
+313,594
593
$2.3M 0.02%
64,888
+3,935
594
$2.29M 0.02%
4,055
-79,686
595
$2.26M 0.02%
65,134
+46,736
596
$2.25M 0.02%
20,502
-45,784
597
$2.25M 0.02%
66,624
-6,010
598
$2.24M 0.02%
328,381
-16,563
599
$2.23M 0.01%
+267,032
600
$2.2M 0.01%
809,136
+242,042
22 23
24
25 26