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
301
$6.04M 0.07%
825,449
+4,278
302
$6M 0.07%
138,772
+604
303
$5.92M 0.06%
219,446
+2,723
304
$5.91M 0.06%
1,724,096
+147,405
305
$5.88M 0.06%
210,636
-11,809
306
$5.88M 0.06%
41,243
+1,018
307
$5.87M 0.06%
249,207
-449,545
308
$5.78M 0.06%
181,111
+43,364
309
$5.77M 0.06%
527,638
+1,425
310
$5.74M 0.06%
81,433
+180
311
$5.72M 0.06%
663,228
-132,182
312
$5.67M 0.06%
314,940
+21,748
313
$5.64M 0.06%
181,007
+64
314
$5.55M 0.06%
1,755,582
+380,334
315
$5.53M 0.06%
313,531
+9,013
316
$5.5M 0.06%
+260,716
317
$5.5M 0.06%
309,704
+62,675
318
$5.49M 0.06%
306,092
+106,208
319
$5.49M 0.06%
177,693
-134,588
320
$5.48M 0.06%
202,559
-185,715
321
$5.47M 0.06%
707,081
+125,320
322
$5.45M 0.06%
359,575
+1,521
323
$5.38M 0.06%
258,476
+60,306
324
$5.37M 0.06%
436,568
+270,085
325
$5.32M 0.06%
731,249
+223,338
11 12
13
14 15