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
126
$29.2M 0.2%
306,706
-32,997
127
$29.2M 0.2%
229,294
-73,384
128
$29.1M 0.2%
939,092
-93,306
129
$28.4M 0.19%
+2,036,191
130
$28.1M 0.19%
1,671,560
+23,513
131
$27.9M 0.19%
238,466
+72,462
132
$27.2M 0.18%
1,658,190
-434,748
133
$27M 0.18%
614,332
-82,775
134
$26.4M 0.18%
446,843
+173,641
135
$26.3M 0.18%
1,328,938
-82,489
136
$26.3M 0.18%
1,336,894
-202,832
137
$26.3M 0.18%
1,672,284
-351,409
138
$26.1M 0.17%
393,671
-141,569
139
$25.6M 0.17%
349,143
-34,845
140
$25.3M 0.17%
1,256,172
-148,892
141
$25M 0.17%
477,187
-51,928
142
$25M 0.17%
775,756
-100,157
143
$24.9M 0.17%
286,188
+141,690
144
$24.9M 0.17%
256,205
-96,499
145
$24.8M 0.17%
534,866
+446,203
146
$24.3M 0.16%
583,339
-176,075
147
$24.3M 0.16%
205,386
+25,845
148
$24.3M 0.16%
925,922
+597,366
149
$24.2M 0.16%
35,747
-6,811
150
$24.2M 0.16%
425,602
+222,476
4 5
6
7 8