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
726
$1.1M 0.01%
+29,282
727
$1.09M 0.01%
46,291
-656
728
$1.08M 0.01%
143,282
-68,369
729
$1.07M 0.01%
14,920
-202,424
730
$1.05M 0.01%
83,606
-2,164
731
$1.05M 0.01%
28,591
+5,882
732
$1.04M 0.01%
38,488
-295,765
733
$1.03M 0.01%
91,801
-41,078
734
$1.03M 0.01%
111,980
-2,469
735
$1.02M 0.01%
137,574
+94,150
736
$1.01M 0.01%
30,537
-1,415
737
$1.01M 0.01%
75,572
+11,839
738
$1.01M 0.01%
39,199
+11,440
739
$998K 0.01%
37,790
-901
740
$996K 0.01%
4,805
-53,111
741
$979K 0.01%
142,644
-41,979
742
$965K 0.01%
+91,909
743
$962K 0.01%
29,706
+1,367
744
$962K 0.01%
12,354
-2,232
745
$952K 0.01%
+204,290
746
$944K 0.01%
31,789
+3,576
747
$934K 0.01%
25,589
-19,779
748
$933K 0.01%
21,749
+1,622
749
$922K 0.01%
61,294
-351
750
$918K 0.01%
123,547
+6,577
28 29
30
31 32