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
26
$53.1M 0.68%
534,706
+411,779
27
$52.5M 0.67%
524,120
+132,660
28
$51.9M 0.67%
966,903
+142,099
29
$51.8M 0.67%
1,541,908
-148,226
30
$50.6M 0.65%
222,901
-63,168
31
$50M 0.64%
357,534
-4,874
32
$46.6M 0.6%
1,234,541
+485,861
33
$45.7M 0.59%
262,835
+14,616
34
$42.9M 0.55%
1,028,762
+227,504
35
$42.9M 0.55%
2,470,396
-67,606
36
$42.8M 0.55%
2,663,099
+1,924,706
37
$42.7M 0.55%
1,358,189
+38,057
38
$41.7M 0.54%
552,484
-35,404
39
$41.6M 0.54%
1,794,623
+1,586,244
40
$41M 0.53%
624,641
-44,933
41
$40.8M 0.52%
597,951
+21,469
42
$40.7M 0.52%
1,206,971
+527,106
43
$38.5M 0.49%
2,127,986
-57,734
44
$38.2M 0.49%
572,010
+39,792
45
$37.5M 0.48%
445,731
+183,043
46
$37.4M 0.48%
2,511,641
+47,297
47
$36.9M 0.47%
1,839,761
+370,874
48
$36.7M 0.47%
805,280
+72,302
49
$36.4M 0.47%
898,466
-2,515
50
$36.1M 0.46%
624,654
-136,240
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2
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