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
351
$4.7M 0.05%
278,565
+2,091
352
$4.68M 0.05%
614,380
-181,170
353
$4.66M 0.05%
194,024
+7,545
354
$4.66M 0.05%
58,999
-13,480
355
$4.65M 0.05%
+30,429
356
$4.65M 0.05%
62,715
+26,908
357
$4.64M 0.05%
156,906
-3,227
358
$4.63M 0.05%
400,680
+246,228
359
$4.61M 0.05%
+45,951
360
$4.57M 0.05%
825,216
+108,069
361
$4.55M 0.05%
1,128,074
+440,168
362
$4.51M 0.05%
+282,947
363
$4.49M 0.05%
93,630
+30,389
364
$4.48M 0.05%
227,101
-28,330
365
$4.46M 0.05%
655,303
+343,045
366
$4.45M 0.05%
180,764
+3,575
367
$4.42M 0.05%
491,877
+1,557
368
$4.41M 0.05%
541,079
-621,474
369
$4.41M 0.05%
947,769
+441,695
370
$4.41M 0.05%
107,072
-94,343
371
$4.37M 0.05%
115,056
-64,066
372
$4.3M 0.05%
391,839
-67,480
373
$4.28M 0.05%
23,765
-5,446
374
$4.25M 0.05%
99,200
+49,573
375
$4.23M 0.05%
235,398
-208,178
13 14
15
16 17