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
276
$5.44M 0.07%
194,199
-20,141
277
$5.43M 0.07%
638,326
-38,429
278
$5.4M 0.07%
134,596
+4,357
279
$5.39M 0.07%
258,600
-215,770
280
$5.39M 0.07%
594,488
+427,875
281
$5.34M 0.07%
821,171
+27,276
282
$5.33M 0.07%
+865,284
283
$5.31M 0.07%
+695,172
284
$5.26M 0.07%
709,361
-157,803
285
$5.18M 0.07%
216,723
-10,531
286
$5.16M 0.07%
94,700
-38,567
287
$5.15M 0.07%
+242,483
288
$5.11M 0.07%
+779,546
289
$5.1M 0.07%
125,853
+1,603
290
$5.07M 0.07%
581,761
+414,481
291
$5.02M 0.06%
193,226
-1,586
292
$5.01M 0.06%
209,393
-12,538
293
$4.99M 0.06%
105,577
+20,853
294
$4.95M 0.06%
189,132
+185,102
295
$4.95M 0.06%
91,353
-227,602
296
$4.92M 0.06%
796,290
+68,903
297
$4.84M 0.06%
166,786
-140,216
298
$4.84M 0.06%
195,766
-257,805
299
$4.83M 0.06%
491,431
+135,720
300
$4.81M 0.06%
376,981
+17,788
10 11
12
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