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
676
$1.47M 0.01%
+587,164
677
$1.46M 0.01%
186,710
-56,091
678
$1.44M 0.01%
15,298
-18,895
679
$1.43M 0.01%
54,462
-1,070
680
$1.4M 0.01%
18,586
-10,841
681
$1.4M 0.01%
+36,976
682
$1.39M 0.01%
82,842
+590
683
$1.38M 0.01%
9,291
-502
684
$1.37M 0.01%
5,604
+91
685
$1.36M 0.01%
22,294
-1,428
686
$1.35M 0.01%
12,298
-1,374
687
$1.35M 0.01%
144,385
+44,311
688
$1.35M 0.01%
28,469
-1,753
689
$1.35M 0.01%
51,171
+27,443
690
$1.35M 0.01%
6,015
+247
691
$1.34M 0.01%
167,715
+94,676
692
$1.34M 0.01%
175,673
+33,690
693
$1.34M 0.01%
8,267
-2,647
694
$1.33M 0.01%
49,035
+1,991
695
$1.32M 0.01%
16,849
-76,853
696
$1.32M 0.01%
28,751
+701
697
$1.31M 0.01%
259,843
-20,888
698
$1.31M 0.01%
+37,392
699
$1.31M 0.01%
301,798
+120,413
700
$1.3M 0.01%
83,140
+16,746
26 27
28
29 30