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
176
$20.7M 0.14%
98,704
-33,404
177
$20.6M 0.14%
156,818
+37,174
178
$20.5M 0.14%
202,400
-412,285
179
$20.5M 0.14%
312,033
+5,710
180
$20.3M 0.14%
53,282
+28,785
181
$20.3M 0.14%
754,931
-2,252,654
182
$20.2M 0.14%
270,130
+16,316
183
$20M 0.13%
225,377
+49,629
184
$20M 0.13%
362,100
-13,925
185
$19.9M 0.13%
184,809
-161,490
186
$19.8M 0.13%
1,463,636
+968,841
187
$19.6M 0.13%
2,293,338
+927,009
188
$19.5M 0.13%
55,457
+15,466
189
$19.5M 0.13%
147,888
-23,953
190
$19.5M 0.13%
689,811
-11,749
191
$19.4M 0.13%
1,675,373
-134,419
192
$19.3M 0.13%
401,126
-45,233
193
$19.3M 0.13%
1,149,217
-164,389
194
$19.1M 0.13%
368,609
+188,652
195
$19.1M 0.13%
165,336
+158,094
196
$18.8M 0.13%
623,599
+285,727
197
$18.8M 0.13%
3,186
-218
198
$18.3M 0.12%
1,621,243
-365,504
199
$18.2M 0.12%
674,547
-113,181
200
$18.1M 0.12%
104,696
+95,820
6 7
8
9 10