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
376
$3.26M 0.04%
79,803
+31,103
377
$3.26M 0.04%
38,985
-21,118
378
$3.25M 0.04%
70,615
+2,057
379
$3.2M 0.04%
293,192
+268,372
380
$3.2M 0.04%
+142,114
381
$3.18M 0.04%
21,034
-42,539
382
$3.18M 0.04%
162,684
+17,207
383
$3.16M 0.04%
334,160
+14,073
384
$3.14M 0.04%
23,212
-71,787
385
$3.12M 0.04%
+233,481
386
$3.12M 0.04%
49,518
+1,528
387
$3.1M 0.04%
373,663
+360,863
388
$3.09M 0.04%
151,161
-40,103
389
$3.09M 0.04%
311,428
-10,908
390
$3.07M 0.04%
70,944
+52,064
391
$3.07M 0.04%
147,415
+30,105
392
$3.06M 0.04%
432,770
-11,204
393
$3.03M 0.04%
338,104
-1,373
394
$3.02M 0.04%
294,023
+30,086
395
$3.02M 0.04%
418,793
+207,204
396
$3.01M 0.04%
71,062
+38,283
397
$3M 0.04%
+45,648
398
$2.99M 0.04%
+50,565
399
$2.99M 0.04%
278,800
-3,383
400
$2.98M 0.04%
+808,999
14 15
16
17 18