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
651
$1.68M 0.01%
67,787
-78,543
652
$1.68M 0.01%
28,604
-5,854
653
$1.67M 0.01%
325,270
+287,071
654
$1.66M 0.01%
34,677
-196,839
655
$1.65M 0.01%
+209,664
656
$1.64M 0.01%
209,662
+6,454
657
$1.63M 0.01%
+6,357
658
$1.63M 0.01%
40,785
+18,207
659
$1.63M 0.01%
65,575
+10,997
660
$1.62M 0.01%
17,162
-71,458
661
$1.62M 0.01%
+130,280
662
$1.62M 0.01%
+3,904
663
$1.6M 0.01%
140,711
664
$1.59M 0.01%
41,395
+970
665
$1.58M 0.01%
102,736
+39,322
666
$1.56M 0.01%
64,737
-1,158,897
667
$1.56M 0.01%
264,883
-5,468
668
$1.52M 0.01%
31,667
+413
669
$1.52M 0.01%
484,526
+91,962
670
$1.5M 0.01%
13,563
-19,799
671
$1.5M 0.01%
87,261
+25,282
672
$1.5M 0.01%
+23,935
673
$1.49M 0.01%
65,707
-13,124
674
$1.48M 0.01%
177,187
+88,657
675
$1.47M 0.01%
16,900
-55,119
25 26
27
28 29