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
$9.23B
AUM Growth
+$1.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,206
New
Increased
Reduced
Closed

Top Buys

1
+$71.6M
2
+$65.5M
3
+$44.5M
4
GM icon
General Motors
GM
+$41.6M
5
ICE icon
Intercontinental Exchange
ICE
+$41.2M

Top Sells

1
+$109M
2
+$79.5M
3
+$65.8M
4
KO icon
Coca-Cola
KO
+$64.3M
5
AMH icon
American Homes 4 Rent
AMH
+$47.7M

Sector Composition

1 Technology 26.04%
2 Healthcare 15.83%
3 Financials 13.35%
4 Consumer Discretionary 12.53%
5 Industrials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.4M 0.1%
289,293
+3,359
227
$9.39M 0.1%
150,055
-124,457
228
$9.32M 0.1%
351,406
+3,767
229
$9.32M 0.1%
560,862
+10,943
230
$9.29M 0.1%
157,499
+51,922
231
$9.2M 0.1%
865,445
+34,753
232
$9.15M 0.1%
206,314
-22,345
233
$9.11M 0.1%
1,011,073
+371,151
234
$9.07M 0.1%
665,830
+208,247
235
$9.06M 0.1%
593,591
+216,610
236
$9.02M 0.1%
355,720
+159,128
237
$9.02M 0.1%
77,847
-3,003
238
$9M 0.1%
368,919
+46,227
239
$8.98M 0.1%
+196,642
240
$8.89M 0.1%
870,609
+12,379
241
$8.88M 0.1%
304,207
-103,489
242
$8.85M 0.1%
781,113
+407,450
243
$8.75M 0.09%
+1,005,522
244
$8.72M 0.09%
232,108
-186,516
245
$8.71M 0.09%
1,152,507
+986,369
246
$8.69M 0.09%
409,888
+167,405
247
$8.63M 0.09%
222,808
-6,848
248
$8.55M 0.09%
274,302
-63,840
249
$8.52M 0.09%
61,370
+31,280
250
$8.45M 0.09%
+678,460
8 9
10
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