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
301
$4.79M 0.06%
459,319
-14,046
302
$4.78M 0.06%
156,509
-262,319
303
$4.72M 0.06%
1,950,320
+26,019
304
$4.63M 0.06%
126,366
-22,670
305
$4.61M 0.06%
122,891
+112,394
306
$4.6M 0.06%
138,168
-3,284
307
$4.57M 0.06%
745,874
+665,303
308
$4.52M 0.06%
255,431
-35,441
309
$4.52M 0.06%
448,282
-480,358
310
$4.52M 0.06%
471,888
+17,754
311
$4.51M 0.06%
238,141
+223,280
312
$4.5M 0.06%
196,592
+70,515
313
$4.5M 0.06%
260,657
+228,851
314
$4.47M 0.06%
81,253
+9,359
315
$4.46M 0.06%
272,155
+270,214
316
$4.44M 0.06%
257,086
-176,319
317
$4.43M 0.06%
247,029
+50,722
318
$4.39M 0.06%
180,943
-609,668
319
$4.37M 0.06%
233,303
+187,177
320
$4.35M 0.06%
93,479
-451
321
$4.33M 0.06%
197,901
-56,148
322
$4.33M 0.06%
639,922
+500,495
323
$4.29M 0.06%
+203,745
324
$4.22M 0.05%
49,451
-2,669
325
$4.17M 0.05%
17,213
-9,908
11 12
13
14 15