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
376
$4.21M 0.05%
92,334
+29,072
377
$4.14M 0.04%
16,020
-35,539
378
$4.12M 0.04%
56,335
-2,366
379
$4.1M 0.04%
86,445
+10,833
380
$4.09M 0.04%
417,060
+3,900
381
$4.07M 0.04%
118,600
-119,541
382
$4.05M 0.04%
+16,162
383
$4.05M 0.04%
163,403
+87,349
384
$4.02M 0.04%
99,034
-269
385
$4.01M 0.04%
13,225
-1,077
386
$3.99M 0.04%
269,267
+186,443
387
$3.97M 0.04%
+110,223
388
$3.96M 0.04%
1,534,712
-415,608
389
$3.94M 0.04%
172,851
+1,458
390
$3.94M 0.04%
199,396
+61,432
391
$3.93M 0.04%
377,392
+365,416
392
$3.9M 0.04%
173,572
+2,306
393
$3.88M 0.04%
330,838
+45,498
394
$3.83M 0.04%
282,790
+92,758
395
$3.83M 0.04%
692,950
+128,591
396
$3.8M 0.04%
101,359
-6,333
397
$3.78M 0.04%
+38,461
398
$3.78M 0.04%
516,082
+102,360
399
$3.77M 0.04%
85,953
+65,364
400
$3.77M 0.04%
172,567
+127,607
14 15
16
17 18