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
826
$524K ﹤0.01%
12,631
+937
827
$521K ﹤0.01%
+93,411
828
$521K ﹤0.01%
6,429
-592
829
$518K ﹤0.01%
+1,032
830
$516K ﹤0.01%
13,476
-9,950
831
$514K ﹤0.01%
11,121
-12,232
832
$500K ﹤0.01%
20,354
-41,091
833
$499K ﹤0.01%
10,429
834
$498K ﹤0.01%
14,407
-63,219
835
$496K ﹤0.01%
18,734
+63
836
$493K ﹤0.01%
7,564
-13,627
837
$492K ﹤0.01%
+27,439
838
$487K ﹤0.01%
17,211
-204
839
$481K ﹤0.01%
27,497
840
$480K ﹤0.01%
36,063
+8,136
841
$479K ﹤0.01%
22,991
+4,348
842
$478K ﹤0.01%
+83,144
843
$477K ﹤0.01%
35,815
-9,410
844
$476K ﹤0.01%
+23,577
845
$469K ﹤0.01%
19,208
-756
846
$465K ﹤0.01%
13,824
-264
847
$465K ﹤0.01%
+15,197
848
$462K ﹤0.01%
+8,399
849
$445K ﹤0.01%
6,658
-11,480
850
$438K ﹤0.01%
21,097
32 33
34
35 36