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
76
$50.2M 0.34%
1,383,851
-90,144
77
$50.1M 0.34%
1,140,821
+1,065,756
78
$49.9M 0.33%
182,238
-29,256
79
$49.2M 0.33%
597,011
-65,401
80
$47.8M 0.32%
255,817
-41,489
81
$47M 0.32%
1,916,777
-3,588
82
$46.8M 0.31%
1,134,353
-203,816
83
$46.1M 0.31%
648,060
-36,997
84
$45.7M 0.31%
269,902
-40,848
85
$45.5M 0.3%
493,179
+271,661
86
$44.7M 0.3%
1,372,279
-323,900
87
$43.9M 0.29%
239,764
+49,837
88
$43M 0.29%
442,045
-46,999
89
$42.8M 0.29%
1,407,388
+216,152
90
$42.5M 0.28%
109,695
-4,963
91
$42.4M 0.28%
218,912
-160,973
92
$41.6M 0.28%
129,598
+121,191
93
$41M 0.27%
2,243,524
+1,018,237
94
$40.9M 0.27%
579,745
+450,734
95
$40.5M 0.27%
648,677
+174,862
96
$39.8M 0.27%
455,706
-92,491
97
$39.8M 0.27%
2,156,527
-105,046
98
$39.5M 0.26%
505,545
-15,103
99
$39.4M 0.26%
502,655
-68,097
100
$39.2M 0.26%
1,194,721
+15,030
2 3
4
5 6