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
$7.78B
AUM Growth
-$2.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,167
New
Increased
Reduced
Closed

Top Buys

1
+$44.4M
2
+$40.9M
3
+$36.8M
4
MRK icon
Merck
MRK
+$36.5M
5
SYF icon
Synchrony
SYF
+$31M

Top Sells

1
+$61.4M
2
+$49.9M
3
+$42.9M
4
DD icon
DuPont de Nemours
DD
+$41.4M
5
AMT icon
American Tower
AMT
+$34.5M

Sector Composition

1 Technology 22.82%
2 Healthcare 16.25%
3 Financials 14.24%
4 Consumer Discretionary 10.76%
5 Communication Services 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$6.22M 0.08%
329,893
+128,568
252
$6.18M 0.08%
1,627,677
-36,116
253
$6.16M 0.08%
50,902
+47,024
254
$6.15M 0.08%
359,814
+18,423
255
$6.12M 0.08%
+123,672
256
$6.12M 0.08%
338,041
+124,942
257
$6.11M 0.08%
34,521
-51,925
258
$6.09M 0.08%
431,040
+17,151
259
$6.09M 0.08%
347,639
-1,626
260
$6.04M 0.08%
322,692
+219,532
261
$5.99M 0.08%
147,079
+107,362
262
$5.97M 0.08%
1,930,811
+97,988
263
$5.95M 0.08%
457,583
+260,776
264
$5.92M 0.08%
+498,130
265
$5.92M 0.08%
179,122
+6,142
266
$5.91M 0.08%
374,952
-143,812
267
$5.85M 0.08%
+9,825
268
$5.83M 0.08%
1,576,691
-246,945
269
$5.66M 0.07%
221,990
+53,147
270
$5.61M 0.07%
339,214
-20,196
271
$5.58M 0.07%
182,468
+99,598
272
$5.58M 0.07%
426,000
-768,150
273
$5.56M 0.07%
450,359
-472,938
274
$5.47M 0.07%
+179,422
275
$5.47M 0.07%
288,182
-235,993
9 10
11
12 13