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
626
$1.93M 0.01%
11,701
+1,220
627
$1.93M 0.01%
70,525
+3,038
628
$1.93M 0.01%
66,464
-2,865
629
$1.92M 0.01%
25,583
+4,225
630
$1.91M 0.01%
31,522
631
$1.91M 0.01%
17,828
+13,624
632
$1.9M 0.01%
29,315
-7,700
633
$1.9M 0.01%
170,874
+1,199
634
$1.89M 0.01%
86,013
+42,066
635
$1.89M 0.01%
252,599
+218,214
636
$1.89M 0.01%
95,473
+70,807
637
$1.85M 0.01%
229,603
-23,333
638
$1.85M 0.01%
360,308
+7,183
639
$1.82M 0.01%
13,278
-37,591
640
$1.82M 0.01%
96,432
-154,781
641
$1.81M 0.01%
12,112
-7,610
642
$1.79M 0.01%
101,775
+87,815
643
$1.77M 0.01%
7,824
-21,592
644
$1.76M 0.01%
75,575
+19,955
645
$1.74M 0.01%
37,070
-2,243
646
$1.73M 0.01%
54,302
+2,153
647
$1.7M 0.01%
273,125
+214,404
648
$1.7M 0.01%
285,354
+27,339
649
$1.69M 0.01%
41,016
-1,947
650
$1.68M 0.01%
+18,913
24 25
26
27 28