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
251
$8.36M 0.09%
2,565
+126
252
$8.32M 0.09%
161,471
+3,807
253
$8.27M 0.09%
465,528
+211,535
254
$8.27M 0.09%
252,394
+3,255
255
$8.14M 0.09%
916,549
+688,848
256
$8.09M 0.09%
1,641,214
+13,537
257
$8.04M 0.09%
329,516
+34,510
258
$8M 0.09%
245,304
+56,172
259
$7.98M 0.09%
1,349,938
+509,121
260
$7.96M 0.09%
67,742
-63,957
261
$7.88M 0.09%
170,097
-35,322
262
$7.85M 0.09%
362,896
+3,082
263
$7.84M 0.08%
92,414
+46,766
264
$7.72M 0.08%
348,234
-99,591
265
$7.7M 0.08%
+308,630
266
$7.65M 0.08%
+349,904
267
$7.64M 0.08%
+520,507
268
$7.57M 0.08%
+179,400
269
$7.57M 0.08%
323,763
-125,999
270
$7.54M 0.08%
250,007
+124,154
271
$7.53M 0.08%
+91,637
272
$7.48M 0.08%
433,044
+153,395
273
$7.46M 0.08%
242,852
-82,038
274
$7.46M 0.08%
+99,432
275
$7.4M 0.08%
342,428
+3,214
9 10
11
12 13