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
151
$24.2M 0.16%
5,967,532
-153,628
152
$23.8M 0.16%
2,554,686
-135,987
153
$23.6M 0.16%
244,160
-42,629
154
$23.4M 0.16%
131,927
-117,148
155
$23.4M 0.16%
1,560,676
+228,691
156
$23.1M 0.15%
786,190
+606,930
157
$23.1M 0.15%
579,216
+148,459
158
$23M 0.15%
319,308
-126,135
159
$23M 0.15%
1,426,116
+141,087
160
$23M 0.15%
1,194,170
-262,199
161
$22.9M 0.15%
2,390,289
-166,820
162
$22.4M 0.15%
97,434
+49,556
163
$22.3M 0.15%
+326,313
164
$22M 0.15%
172,506
+122,761
165
$22M 0.15%
275,505
-17,772
166
$21.6M 0.14%
128,561
+16,578
167
$21.6M 0.14%
589,336
+50,122
168
$21.6M 0.14%
118,040
+1,836
169
$21.5M 0.14%
733,364
-56,937
170
$21.4M 0.14%
208,723
+171,258
171
$21.3M 0.14%
59,298
-7,001
172
$21.3M 0.14%
118,592
+66,356
173
$21.2M 0.14%
60,135
+25,335
174
$21.2M 0.14%
586,729
-31,669
175
$20.7M 0.14%
906,574
+148,341
5 6
7
8 9