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
901
$286K ﹤0.01%
+20,403
902
$286K ﹤0.01%
12,159
-8,536
903
$284K ﹤0.01%
+2,682
904
$283K ﹤0.01%
+82,964
905
$282K ﹤0.01%
+24,063
906
$280K ﹤0.01%
23,076
-27,708
907
$272K ﹤0.01%
6,457
+487
908
$262K ﹤0.01%
14,119
-674,699
909
$261K ﹤0.01%
+1,009
910
$250K ﹤0.01%
6,274
-14,892
911
$247K ﹤0.01%
27,976
912
$242K ﹤0.01%
+2,876
913
$241K ﹤0.01%
10,533
-29,625
914
$241K ﹤0.01%
1,040
915
$240K ﹤0.01%
+880
916
$239K ﹤0.01%
4,530
-634
917
$237K ﹤0.01%
5,072
-483
918
$236K ﹤0.01%
5,074
-111
919
$236K ﹤0.01%
2,286
-216,472
920
$236K ﹤0.01%
175
-4,178
921
$232K ﹤0.01%
+19,594
922
$231K ﹤0.01%
+7,552
923
$231K ﹤0.01%
7,746
-10,452
924
$230K ﹤0.01%
6,391
925
$228K ﹤0.01%
+6,437
35 36
37
38 39