Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.9B
1-Year Est. Return 21.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.9%
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
+$56.1M
2
+$51.2M
3
+$44M
4
AMH icon
American Homes 4 Rent
AMH
+$41.9M
5
GLPI icon
Gaming and Leisure Properties
GLPI
+$40.2M

Top Sells

1
+$60.9M
2
+$59.2M
3
+$50.4M
4
WTW icon
Willis Towers Watson
WTW
+$49.9M
5
SBAC icon
SBA Communications
SBAC
+$41.9M

Sector Composition

1 Technology 22.86%
2 Healthcare 16.25%
3 Financials 14.24%
4 Consumer Discretionary 10.76%
5 Communication Services 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$4.16M 0.05%
858,230
+139,278
327
$4.14M 0.05%
+198,170
328
$4.1M 0.05%
795,410
+62,442
329
$4.08M 0.05%
14,302
+10,756
330
$4.04M 0.05%
526,213
-46,820
331
$4.04M 0.05%
253,993
-17,877
332
$4.03M 0.05%
4,640
-3,153
333
$4.02M 0.05%
148,729
-43,935
334
$4.01M 0.05%
29,211
+26,381
335
$4M 0.05%
315,228
-16,308
336
$3.98M 0.05%
72,479
+64,651
337
$3.97M 0.05%
304,518
+40,868
338
$3.97M 0.05%
108,603
+1,859
339
$3.95M 0.05%
186,071
+53,741
340
$3.94M 0.05%
177,189
+15,459
341
$3.92M 0.05%
124,246
+11,437
342
$3.88M 0.05%
+43,227
343
$3.88M 0.05%
276,474
-5,354
344
$3.84M 0.05%
265,170
+165,272
345
$3.83M 0.05%
160,133
-14,411
346
$3.81M 0.05%
171,393
-19,866
347
$3.79M 0.05%
368,840
+24,942
348
$3.78M 0.05%
71,035
-110,231
349
$3.77M 0.05%
497,758
+136,125
350
$3.77M 0.05%
+324,084
12 13
14
15 16