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
701
$1.29M 0.01%
61,507
+1,464
702
$1.28M 0.01%
117,408
+3,436
703
$1.27M 0.01%
8,046
-5,592
704
$1.26M 0.01%
53,852
+10,698
705
$1.25M 0.01%
6,194
+389
706
$1.25M 0.01%
+42,942
707
$1.24M 0.01%
40,812
+19,885
708
$1.24M 0.01%
58,360
+781
709
$1.23M 0.01%
89,764
+73,957
710
$1.22M 0.01%
85,178
-23,778
711
$1.21M 0.01%
23,964
-175
712
$1.2M 0.01%
60,573
-91,888
713
$1.2M 0.01%
+2,439
714
$1.2M 0.01%
55,027
-220
715
$1.18M 0.01%
197,867
+117,370
716
$1.16M 0.01%
+65,740
717
$1.16M 0.01%
12,051
-5,939
718
$1.16M 0.01%
89,805
719
$1.14M 0.01%
20,447
-85,817
720
$1.13M 0.01%
18,048
-9,234
721
$1.13M 0.01%
+62,103
722
$1.12M 0.01%
249,069
+232,884
723
$1.11M 0.01%
15,483
-606
724
$1.11M 0.01%
85,467
-293,709
725
$1.1M 0.01%
7,299
-165,299
27 28
29
30 31