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 22.33%
2 Healthcare 14.02%
3 Consumer Discretionary 12.92%
4 Financials 11.35%
5 Industrials 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$131K ﹤0.01%
+4,524
952
$128K ﹤0.01%
+15,059
953
$124K ﹤0.01%
12,771
-13,210
954
$116K ﹤0.01%
36,971
955
$91K ﹤0.01%
14,300
-3,200
956
$53K ﹤0.01%
23,557
-54,228
957
$46K ﹤0.01%
1,265
-5,134
958
$39K ﹤0.01%
20,166
-209,140
959
$9K ﹤0.01%
+577
960
– –
-841,721
961
– –
-89,092
962
– –
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963
– –
-361,209
964
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965
– –
-17,875
966
– –
-18,498
967
– –
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968
– –
-14,332
969
– –
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970
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971
– –
-91,307
972
– –
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973
– –
-12,282
974
– –
-72,091
975
– –
-118,977
37 38
39
40 41