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
451
$2.24M 0.03%
186,479
+4,954
452
$2.24M 0.03%
82,670
+5,149
453
$2.23M 0.03%
139,995
+23,250
454
$2.21M 0.03%
1,164,005
-71,406
455
$2.21M 0.03%
208,487
+74,074
456
$2.21M 0.03%
905,882
+151,084
457
$2.16M 0.03%
39,652
+2,964
458
$2.16M 0.03%
53,510
+3,224
459
$2.14M 0.03%
307,469
-14,251
460
$2.14M 0.03%
413,722
-137,317
461
$2.12M 0.03%
23,556
+17,283
462
$2.12M 0.03%
240,207
+23,295
463
$2.12M 0.03%
490,902
+16,105
464
$2.09M 0.03%
12,993
+3,833
465
$2.09M 0.03%
+12,671
466
$2.07M 0.03%
60,655
-1,214,791
467
$2.06M 0.03%
+137,093
468
$2.05M 0.03%
+717,147
469
$2.05M 0.03%
90,198
-144,106
470
$2.04M 0.03%
302,167
-3,496
471
$2.03M 0.03%
127,410
-290,515
472
$2.03M 0.03%
73,971
+2,368
473
$2M 0.03%
+58,701
474
$1.97M 0.03%
20,574
-156,929
475
$1.97M 0.03%
+38,614
17 18
19
20 21