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
751
$917K 0.01%
+113,308
752
$917K 0.01%
33,500
+1,780
753
$915K 0.01%
8,729
-35,118
754
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17,247
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755
$902K 0.01%
14,983
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756
$895K 0.01%
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757
$895K 0.01%
223,862
-3,705
758
$893K 0.01%
32,102
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759
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760
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47,335
-6,206
761
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249,831
+138,085
762
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32,653
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$859K 0.01%
6,027
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764
$852K 0.01%
55,188
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765
$845K 0.01%
25,732
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766
$845K 0.01%
96,447
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22,160
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43,273
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769
$822K 0.01%
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$817K 0.01%
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$814K 0.01%
20,691
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772
$813K 0.01%
28,272
-5,906
773
$798K 0.01%
26,296
-169
774
$797K 0.01%
13,072
-12,506
775
$785K 0.01%
191,558
+83,530
29 30
31
32 33