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
601
$2.2M 0.01%
77,604
-603
602
$2.19M 0.01%
51,749
+2,301
603
$2.17M 0.01%
215,654
-1,050
604
$2.17M 0.01%
60,775
-990
605
$2.15M 0.01%
113,155
-11,783
606
$2.14M 0.01%
19,376
-7,754
607
$2.14M 0.01%
+11,994
608
$2.13M 0.01%
+107,965
609
$2.12M 0.01%
+45,551
610
$2.12M 0.01%
118,685
-37,952
611
$2.11M 0.01%
68,006
+1,043
612
$2.09M 0.01%
3,176
+311
613
$2.09M 0.01%
+346,228
614
$2.08M 0.01%
112,715
+44,628
615
$2.08M 0.01%
208,668
-76,873
616
$2.06M 0.01%
+638,881
617
$2.04M 0.01%
89,562
-75,277
618
$2.04M 0.01%
108,722
-17,728
619
$2.02M 0.01%
344,294
-96,565
620
$1.98M 0.01%
45,396
+951
621
$1.98M 0.01%
+21,867
622
$1.97M 0.01%
72,521
+37,755
623
$1.96M 0.01%
208,916
+198,802
624
$1.95M 0.01%
153,833
+9,082
625
$1.94M 0.01%
109,229
+41,251
23 24
25
26 27