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
476
$1.97M 0.03%
+12,572
477
$1.97M 0.03%
139,415
-141,519
478
$1.96M 0.03%
1,040,826
-50,282
479
$1.94M 0.02%
312,258
+287,458
480
$1.93M 0.02%
740,567
+61,230
481
$1.93M 0.02%
71,965
-51,526
482
$1.92M 0.02%
561,630
-16,384
483
$1.91M 0.02%
+268,202
484
$1.91M 0.02%
31,701
+8,291
485
$1.9M 0.02%
+172,511
486
$1.89M 0.02%
147,110
+4,150
487
$1.89M 0.02%
+80,263
488
$1.88M 0.02%
30,090
-10,327
489
$1.88M 0.02%
154,670
+31,370
490
$1.86M 0.02%
243,012
+21,953
491
$1.86M 0.02%
+236,108
492
$1.85M 0.02%
1,024,947
-67,943
493
$1.85M 0.02%
156,159
-28,982
494
$1.85M 0.02%
+151,156
495
$1.84M 0.02%
117,954
-9,164
496
$1.84M 0.02%
108,122
-172,299
497
$1.83M 0.02%
564,359
+107,188
498
$1.83M 0.02%
+28,616
499
$1.83M 0.02%
31,505
-2,245
500
$1.81M 0.02%
59,043
-6,716
18 19
20
21 22