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
426
$3.36M 0.04%
27,534
-122,910
427
$3.35M 0.04%
377,409
+24,849
428
$3.34M 0.04%
319,608
+101,064
429
$3.33M 0.04%
223,425
-209,345
430
$3.33M 0.04%
112,494
+45,023
431
$3.32M 0.04%
195,990
+110,321
432
$3.25M 0.04%
239,238
+84,568
433
$3.23M 0.04%
103,714
+31,749
434
$3.22M 0.03%
46,277
-211,469
435
$3.2M 0.03%
194,377
+51,112
436
$3.19M 0.03%
944,940
+535,992
437
$3.19M 0.03%
104,037
-52,472
438
$3.19M 0.03%
21,310
+18,226
439
$3.16M 0.03%
120,614
-167,568
440
$3.12M 0.03%
16,159
+3,166
441
$3.09M 0.03%
94,500
-395,112
442
$3.09M 0.03%
16,098
-287
443
$3.06M 0.03%
48,347
-1,171
444
$3.04M 0.03%
71,302
-1,399
445
$3.01M 0.03%
309,756
+296,590
446
$3M 0.03%
109,689
+2,030
447
$3M 0.03%
91,273
-214,430
448
$2.99M 0.03%
+66,026
449
$2.99M 0.03%
+86,442
450
$2.98M 0.03%
102,349
-93,417
16 17
18
19 20