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
276
$7.32M 0.08%
149,002
+78,947
277
$7.19M 0.08%
71,748
+22,297
278
$7.18M 0.08%
75,052
+45,915
279
$7.05M 0.08%
647,720
+9,394
280
$7.04M 0.08%
412,615
+373,588
281
$7.01M 0.08%
222,049
-50,161
282
$6.97M 0.08%
2,917,594
+2,453,473
283
$6.85M 0.07%
248,181
+35,786
284
$6.68M 0.07%
223,222
+1,232
285
$6.61M 0.07%
90,049
-34,652
286
$6.61M 0.07%
110,084
-170,596
287
$6.6M 0.07%
542,135
+447,931
288
$6.6M 0.07%
+181,874
289
$6.55M 0.07%
+351,801
290
$6.49M 0.07%
485,178
+164,786
291
$6.47M 0.07%
1,024,164
-725,261
292
$6.47M 0.07%
1,271,523
-552,097
293
$6.47M 0.07%
12,053
+4,827
294
$6.4M 0.07%
385,930
+248,837
295
$6.4M 0.07%
+287,171
296
$6.39M 0.07%
473,857
+1,969
297
$6.38M 0.07%
321,489
+207,402
298
$6.34M 0.07%
467,143
-30,615
299
$6.12M 0.07%
370,947
+355,024
300
$6.09M 0.07%
795,611
-679
10 11
12
13 14