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
926
$227K ﹤0.01%
5,966
-4,563
927
$226K ﹤0.01%
+5,097
928
$223K ﹤0.01%
33,400
-40,412
929
$223K ﹤0.01%
+633
930
$221K ﹤0.01%
+350
931
$217K ﹤0.01%
+55,713
932
$216K ﹤0.01%
19,741
-191
933
$215K ﹤0.01%
+2,046
934
$214K ﹤0.01%
+13,249
935
$213K ﹤0.01%
+1,530
936
$207K ﹤0.01%
+1,342
937
$204K ﹤0.01%
7,949
-1,573
938
$204K ﹤0.01%
54,075
-169,482
939
$202K ﹤0.01%
26,505
-22,743
940
$196K ﹤0.01%
+14,543
941
$187K ﹤0.01%
14,027
-7,188
942
$182K ﹤0.01%
15,968
-1,004
943
$177K ﹤0.01%
10,889
-744
944
$174K ﹤0.01%
+458
945
$162K ﹤0.01%
11,546
-2,789
946
$159K ﹤0.01%
5,850
-3,075
947
$148K ﹤0.01%
9,354
-9,056
948
$144K ﹤0.01%
+16,215
949
$138K ﹤0.01%
77,374
-12,571
950
$132K ﹤0.01%
+24,754
36 37
38
39 40