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
876
$363K ﹤0.01%
7,254
+3,594
877
$362K ﹤0.01%
+8,289
878
$360K ﹤0.01%
8,479
-73,928
879
$360K ﹤0.01%
19,572
-28,606
880
$359K ﹤0.01%
8,659
-13,369
881
$358K ﹤0.01%
7,509
-1,037
882
$353K ﹤0.01%
58,969
-6,670
883
$347K ﹤0.01%
17,048
+4,872
884
$341K ﹤0.01%
+23,355
885
$337K ﹤0.01%
+22,041
886
$337K ﹤0.01%
10,331
+166
887
$335K ﹤0.01%
1,021
-3,320
888
$326K ﹤0.01%
3,481
-3,385
889
$324K ﹤0.01%
2,015
-191
890
$321K ﹤0.01%
1,255
-69,353
891
$316K ﹤0.01%
12,064
892
$316K ﹤0.01%
10,566
+2,473
893
$313K ﹤0.01%
8,081
894
$313K ﹤0.01%
+26,209
895
$300K ﹤0.01%
13,051
-262,702
896
$299K ﹤0.01%
19,899
-4,502
897
$291K ﹤0.01%
4,500
898
$290K ﹤0.01%
6,480
-10,370
899
$288K ﹤0.01%
11,475
-418
900
$288K ﹤0.01%
+2,697
34 35
36
37 38