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
476
$2.55M 0.03%
+370,596
477
$2.54M 0.03%
134,121
-70,420
478
$2.52M 0.03%
186,350
+114,155
479
$2.5M 0.03%
59,498
+7,098
480
$2.5M 0.03%
649,172
-256,710
481
$2.47M 0.03%
108,372
+98,507
482
$2.47M 0.03%
313,274
+5,805
483
$2.44M 0.03%
28,090
-3,611
484
$2.44M 0.03%
229,969
-188,824
485
$2.43M 0.03%
+147,034
486
$2.41M 0.03%
208,073
+2,249
487
$2.41M 0.03%
524,437
-37,193
488
$2.4M 0.03%
186,562
+107,381
489
$2.4M 0.03%
27,451
+862
490
$2.39M 0.03%
61,606
-394,041
491
$2.38M 0.03%
75,077
+1,106
492
$2.38M 0.03%
68,472
-85,496
493
$2.38M 0.03%
+7,624
494
$2.38M 0.03%
+284,894
495
$2.37M 0.03%
49,457
+5,455
496
$2.36M 0.03%
+44,197
497
$2.36M 0.03%
1,162,824
-1,181
498
$2.34M 0.03%
56,670
-8,347
499
$2.33M 0.03%
27,896
-720
500
$2.33M 0.03%
+111,390
18 19
20
21 22