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
451
$2.98M 0.03%
532,839
-23,071
452
$2.95M 0.03%
486,922
+10,183
453
$2.9M 0.03%
858,247
+602,162
454
$2.9M 0.03%
230,522
-432,872
455
$2.9M 0.03%
63,813
-11,702
456
$2.85M 0.03%
59,717
-22,447
457
$2.82M 0.03%
1,093,435
+4,275
458
$2.8M 0.03%
126,575
-82,818
459
$2.8M 0.03%
111,537
+497
460
$2.77M 0.03%
54,363
-16,581
461
$2.76M 0.03%
88,800
-28,557
462
$2.75M 0.03%
178,876
+20,928
463
$2.74M 0.03%
57,037
-14,025
464
$2.71M 0.03%
23,656
-4,889
465
$2.69M 0.03%
490,569
-333
466
$2.69M 0.03%
521,302
-190,450
467
$2.66M 0.03%
52,396
+24,470
468
$2.64M 0.03%
242,079
-208,280
469
$2.62M 0.03%
+209,243
470
$2.61M 0.03%
83,651
+981
471
$2.6M 0.03%
+79,512
472
$2.6M 0.03%
191,350
+132,572
473
$2.59M 0.03%
+7,095
474
$2.57M 0.03%
140,598
+58,720
475
$2.56M 0.03%
79,478
-6,642
17 18
19
20 21