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
201
$18M 0.12%
610,267
-58,032
202
$18M 0.12%
750,555
-53,088
203
$17.9M 0.12%
108,060
204
$17.6M 0.12%
524,936
-40,283
205
$17.5M 0.12%
380,432
+48,374
206
$17.5M 0.12%
249,824
+4,066
207
$17.4M 0.12%
525,568
-134,462
208
$17.3M 0.12%
668,408
-96,845
209
$17.1M 0.11%
212,254
+58,311
210
$17.1M 0.11%
1,712,429
-310,326
211
$17M 0.11%
522,827
+50,739
212
$16.9M 0.11%
138,055
-43,610
213
$16.9M 0.11%
356,939
+41,126
214
$16.8M 0.11%
498,691
-25,821
215
$16.6M 0.11%
1,377,603
+455,720
216
$16.3M 0.11%
616,509
-16,321
217
$16.3M 0.11%
458,638
+9,982
218
$16.3M 0.11%
262,690
-243,420
219
$16.2M 0.11%
340,328
-257,603
220
$16.1M 0.11%
3,660,920
-203,250
221
$16M 0.11%
271,388
-51,727
222
$15.9M 0.11%
685,859
-21,825
223
$15.7M 0.11%
62,222
+42,794
224
$15.7M 0.1%
1,518,259
+938,711
225
$15.6M 0.1%
270,972
-47,583
7 8
9
10 11