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
501
$2.33M 0.03%
285,651
+268,240
502
$2.32M 0.03%
+76,680
503
$2.31M 0.03%
118,898
+944
504
$2.3M 0.02%
231,260
-8,947
505
$2.3M 0.02%
+115,964
506
$2.3M 0.02%
158,330
+34,986
507
$2.28M 0.02%
53,904
+28,646
508
$2.27M 0.02%
157,582
-26,474
509
$2.27M 0.02%
41,337
+1,685
510
$2.26M 0.02%
81,214
-17,363
511
$2.26M 0.02%
140,859
+864
512
$2.25M 0.02%
104,985
-87,286
513
$2.24M 0.02%
367,367
+1,297
514
$2.23M 0.02%
10,669
-2,561
515
$2.22M 0.02%
+371,865
516
$2.2M 0.02%
151,156
517
$2.19M 0.02%
36,499
+11,565
518
$2.18M 0.02%
161,135
+494
519
$2.17M 0.02%
25,025
-6,480
520
$2.16M 0.02%
53,626
+116
521
$2.16M 0.02%
102,895
+49,905
522
$2.16M 0.02%
89,662
+64,249
523
$2.13M 0.02%
143,692
-3,418
524
$2.13M 0.02%
126,293
+103,938
525
$2.13M 0.02%
541,363
+7,805
19 20
21
22 23