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
801
$647K ﹤0.01%
15,301
-10,196
802
$644K ﹤0.01%
14,739
+1,448
803
$643K ﹤0.01%
20,548
+10,712
804
$634K ﹤0.01%
+9,793
805
$631K ﹤0.01%
+7,102
806
$630K ﹤0.01%
6,189
-161,939
807
$630K ﹤0.01%
+5,438
808
$619K ﹤0.01%
+70,537
809
$615K ﹤0.01%
3,404
-205
810
$615K ﹤0.01%
32,599
+1,556
811
$611K ﹤0.01%
58,400
812
$608K ﹤0.01%
76,175
-27,786
813
$606K ﹤0.01%
88,921
+67,884
814
$605K ﹤0.01%
+118,574
815
$603K ﹤0.01%
66,016
-12,491
816
$597K ﹤0.01%
+12,442
817
$597K ﹤0.01%
+7,137
818
$592K ﹤0.01%
94,976
+16,602
819
$592K ﹤0.01%
37,081
+18,506
820
$576K ﹤0.01%
+4,539
821
$568K ﹤0.01%
35,608
-161,286
822
$551K ﹤0.01%
+21,944
823
$548K ﹤0.01%
9,533
+466
824
$539K ﹤0.01%
+22,480
825
$525K ﹤0.01%
12,320
-52,718
31 32
33
34 35