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
351
$3.76M 0.05%
68,702
-4,950
352
$3.75M 0.05%
40,225
-1,191
353
$3.71M 0.05%
+320,179
354
$3.7M 0.05%
124,067
-2,077
355
$3.62M 0.05%
95,195
-2,347
356
$3.61M 0.05%
137,747
-16,559
357
$3.58M 0.05%
840,817
+752,492
358
$3.58M 0.05%
320,392
+309,410
359
$3.58M 0.05%
198,772
+21,250
360
$3.56M 0.05%
332,716
+18,391
361
$3.48M 0.04%
490,320
+31,084
362
$3.46M 0.04%
+212,395
363
$3.46M 0.04%
240,226
+163,200
364
$3.43M 0.04%
82,164
+4,575
365
$3.42M 0.04%
153,968
-134,708
366
$3.42M 0.04%
507,911
-71,375
367
$3.41M 0.04%
352,560
-196,368
368
$3.34M 0.04%
130,679
+57,163
369
$3.34M 0.04%
199,884
+115,752
370
$3.31M 0.04%
99,303
+8,866
371
$3.31M 0.04%
39,809
+22,129
372
$3.3M 0.04%
58,477
-9,197
373
$3.29M 0.04%
48,855
-1,035
374
$3.28M 0.04%
81,444
-7,914
375
$3.27M 0.04%
117,357
-27,449
13 14
15
16 17