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
51
$71.8M 0.48%
715,015
+85,624
52
$70.9M 0.47%
528,054
-90,446
53
$68.8M 0.46%
3,224,807
-998,118
54
$68.6M 0.46%
591,229
-48,459
55
$67M 0.45%
1,192,257
-1,575,345
56
$64.5M 0.43%
2,624,626
-78,647
57
$63.4M 0.42%
680,929
+54,343
58
$61.7M 0.41%
989,549
+878,728
59
$61.4M 0.41%
2,694,950
-1,122,721
60
$60.4M 0.4%
2,669,897
+559,756
61
$60.4M 0.4%
1,029,381
-1,458,822
62
$59.7M 0.4%
648,725
-131,079
63
$59.3M 0.4%
1,698,889
+6,694
64
$58.7M 0.39%
759,933
-187,289
65
$58.2M 0.39%
1,928,588
-201,109
66
$57.4M 0.38%
5,196,282
+1,080,794
67
$57.3M 0.38%
1,981,145
-276,835
68
$56.9M 0.38%
1,321,362
+283,018
69
$56M 0.37%
1,077,248
+66,662
70
$55.5M 0.37%
752,664
-96,785
71
$54.4M 0.36%
453,712
-75,162
72
$53.2M 0.36%
1,017,723
-366,816
73
$52.1M 0.35%
1,123,537
+225,003
74
$50.3M 0.34%
351,740
+343,789
75
$50.2M 0.34%
280,581
+37,349
1 2
3
4 5