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
326
$5.24M 0.06%
135,644
+1,048
327
$5.15M 0.06%
68,593
-24,886
328
$5.11M 0.06%
86,100
+37,245
329
$5.09M 0.06%
+108,692
330
$5.09M 0.06%
311,335
+301,100
331
$5.08M 0.06%
480,850
+180,036
332
$5.07M 0.05%
320,538
+5,310
333
$5.06M 0.05%
+184,087
334
$5.05M 0.05%
+121,997
335
$5M 0.05%
1,097,841
+251,906
336
$4.97M 0.05%
374,572
+63,144
337
$4.96M 0.05%
660,195
-49,166
338
$4.93M 0.05%
153,950
-40,249
339
$4.92M 0.05%
303,542
+68,889
340
$4.91M 0.05%
80,909
-42,763
341
$4.91M 0.05%
370,293
+1,453
342
$4.89M 0.05%
167,340
+36,661
343
$4.89M 0.05%
125,513
+2,622
344
$4.84M 0.05%
130,874
+124,728
345
$4.84M 0.05%
204,267
-306,430
346
$4.84M 0.05%
180,385
-12,841
347
$4.83M 0.05%
47,680
+4,240
348
$4.81M 0.05%
156,576
+5,415
349
$4.74M 0.05%
+203,903
350
$4.72M 0.05%
+17,249
12 13
14
15 16