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
426
$2.6M 0.03%
65,017
+925
427
$2.56M 0.03%
111,040
+2,924
428
$2.55M 0.03%
106,646
-132,982
429
$2.54M 0.03%
171,266
-8,339
430
$2.53M 0.03%
155,726
-111,424
431
$2.51M 0.03%
27,260
-11,024
432
$2.51M 0.03%
413,160
+79,292
433
$2.51M 0.03%
70,263
-15,178
434
$2.5M 0.03%
29,137
-987
435
$2.47M 0.03%
16,385
-515
436
$2.38M 0.03%
+90,465
437
$2.36M 0.03%
40,246
+16,432
438
$2.36M 0.03%
218,544
+22,636
439
$2.35M 0.03%
711,752
+244,826
440
$2.33M 0.03%
26,589
+16,370
441
$2.32M 0.03%
90,272
-97,891
442
$2.32M 0.03%
243,945
-11,618
443
$2.31M 0.03%
205,824
-12,540
444
$2.3M 0.03%
26,851
-7,601
445
$2.29M 0.03%
+72,701
446
$2.29M 0.03%
63,262
+6,052
447
$2.27M 0.03%
+234,653
448
$2.27M 0.03%
279,649
-134,050
449
$2.25M 0.03%
190,032
+176,362
450
$2.24M 0.03%
+192,271
16 17
18
19 20