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
401
$2.97M 0.04%
61,170
+11,100
402
$2.96M 0.04%
122,888
-16,063
403
$2.96M 0.04%
555,910
-151,951
404
$2.95M 0.04%
+204,541
405
$2.94M 0.04%
+28,545
406
$2.92M 0.04%
+43,440
407
$2.92M 0.04%
1,375,248
+90,515
408
$2.91M 0.04%
63,241
+42,381
409
$2.9M 0.04%
70,055
+39,903
410
$2.89M 0.04%
124,459
411
$2.88M 0.04%
519,900
+315,341
412
$2.86M 0.04%
663,394
+577,528
413
$2.85M 0.04%
107,692
+101,008
414
$2.79M 0.04%
+57,295
415
$2.78M 0.04%
143,609
-19,964
416
$2.77M 0.04%
44,002
-340
417
$2.77M 0.04%
33,100
-72,891
418
$2.76M 0.04%
107,659
+6,868
419
$2.76M 0.04%
300,814
+18,589
420
$2.72M 0.04%
285,340
+39,184
421
$2.68M 0.03%
129,411
-1,448
422
$2.66M 0.03%
7,226
-64
423
$2.65M 0.03%
1,089,160
+73,531
424
$2.62M 0.03%
260,252
+177,284
425
$2.61M 0.03%
75,612
+60,613
15 16
17
18 19