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
1026
– –
-9,844
1027
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-5,861
1028
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-15,407
1029
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-1,024
1030
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1031
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-24,507
1032
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-10,143
1033
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-12,112
1034
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-2,660
1035
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-3,500
1036
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-16,713
1037
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-14,057
1038
– –
-928,737
1039
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-26,320
1040
– –
-1,538
1041
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-128,393
1042
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-10,420
1043
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-10,106
1044
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-309,849
1045
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-377
1046
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-34,368
1047
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-23,560
1048
– –
-213,725
1049
– –
-12,935
1050
– –
-141,652
40 41
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43 44