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
776
$783K 0.01%
32,031
-646
777
$783K 0.01%
16,881
-2,911
778
$783K 0.01%
+252,584
779
$779K 0.01%
85,852
+17,116
780
$776K 0.01%
33,289
+16,245
781
$776K 0.01%
174,048
-27,883
782
$754K 0.01%
+52,004
783
$754K 0.01%
+1,332
784
$745K 0.01%
19,829
-2,859
785
$744K 0.01%
42,073
-8,629
786
$741K 0.01%
4,334
-1,466
787
$735K ﹤0.01%
52,214
+19,477
788
$730K ﹤0.01%
4,090
-8,181
789
$720K ﹤0.01%
12,245
-606
790
$707K ﹤0.01%
27,180
+653
791
$702K ﹤0.01%
180,379
+75,445
792
$684K ﹤0.01%
+5,764
793
$682K ﹤0.01%
31,943
-56,072
794
$677K ﹤0.01%
35,908
-136,554
795
$676K ﹤0.01%
13,637
+2,354
796
$671K ﹤0.01%
+14,758
797
$669K ﹤0.01%
220,795
+15,455
798
$664K ﹤0.01%
15,359
-499,533
799
$660K ﹤0.01%
41,042
+10,647
800
$657K ﹤0.01%
16,444
30 31
32
33 34