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
501
$1.8M 0.02%
+98,577
502
$1.8M 0.02%
66,755
-26,031
503
$1.79M 0.02%
310,155
-183,239
504
$1.79M 0.02%
+138,542
505
$1.78M 0.02%
+36,904
506
$1.78M 0.02%
95,566
-91,545
507
$1.76M 0.02%
52,236
+20,115
508
$1.75M 0.02%
52,078
-3,620
509
$1.73M 0.02%
252,971
+161,371
510
$1.72M 0.02%
75,515
-93,543
511
$1.72M 0.02%
39,929
-23,922
512
$1.71M 0.02%
143,265
-5,027
513
$1.7M 0.02%
+137,964
514
$1.69M 0.02%
129,665
-51,654
515
$1.69M 0.02%
9,246
+722
516
$1.68M 0.02%
+49,627
517
$1.68M 0.02%
476,739
+37,728
518
$1.67M 0.02%
14,983
+6,424
519
$1.67M 0.02%
34,723
-12,057
520
$1.67M 0.02%
278,521
-167,066
521
$1.67M 0.02%
+507,702
522
$1.67M 0.02%
506,074
+316,414
523
$1.66M 0.02%
160,641
-3,214
524
$1.65M 0.02%
227,701
+5,962
525
$1.65M 0.02%
114,087
-43,449
19 20
21
22 23