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
401
$3.76M 0.04%
405,504
-335,063
402
$3.73M 0.04%
122,600
-1,467
403
$3.7M 0.04%
+33,790
404
$3.68M 0.04%
247,760
-17,410
405
$3.67M 0.04%
174,450
-251,550
406
$3.65M 0.04%
278,650
-150
407
$3.64M 0.04%
78,916
-2,528
408
$3.62M 0.04%
260,784
+532
409
$3.62M 0.04%
170,172
+97,627
410
$3.6M 0.04%
97,873
+7,408
411
$3.59M 0.04%
369,795
+35,635
412
$3.56M 0.04%
+295,384
413
$3.53M 0.04%
56,919
-1,558
414
$3.53M 0.04%
423,542
+180,530
415
$3.52M 0.04%
96,809
-94,445
416
$3.49M 0.04%
141,594
-2,015
417
$3.49M 0.04%
63,928
-48,261
418
$3.48M 0.04%
332,919
+203
419
$3.48M 0.04%
+102,254
420
$3.45M 0.04%
258,827
+50,340
421
$3.44M 0.04%
325,237
+198,229
422
$3.42M 0.04%
262,778
+170,045
423
$3.4M 0.04%
151,008
+21,597
424
$3.39M 0.04%
217,236
-76,787
425
$3.38M 0.04%
41,716
-79,339
15 16
17
18 19