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
851
$427K ﹤0.01%
8,049
852
$421K ﹤0.01%
131,012
-39,499
853
$420K ﹤0.01%
35,732
+8,494
854
$420K ﹤0.01%
4,629
855
$417K ﹤0.01%
+59,810
856
$415K ﹤0.01%
25,676
857
$414K ﹤0.01%
14,178
+6,126
858
$413K ﹤0.01%
26,426
-7,572
859
$411K ﹤0.01%
81,891
-20,316
860
$409K ﹤0.01%
21,808
+4,992
861
$409K ﹤0.01%
+77,651
862
$404K ﹤0.01%
16,423
-6,169
863
$403K ﹤0.01%
+4,204
864
$394K ﹤0.01%
+10,983
865
$390K ﹤0.01%
55,222
-32,312
866
$389K ﹤0.01%
21,116
-822
867
$389K ﹤0.01%
132,265
-14,406
868
$386K ﹤0.01%
27,082
-62,036
869
$381K ﹤0.01%
+1,588
870
$381K ﹤0.01%
12,097
-187
871
$373K ﹤0.01%
8,832
-464
872
$372K ﹤0.01%
163,167
-97,152
873
$371K ﹤0.01%
+5,022
874
$369K ﹤0.01%
1,787
-15,316
875
$367K ﹤0.01%
+4,904
33 34
35
36 37