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
526
$1.65M 0.02%
+320,744
527
$1.64M 0.02%
12,528
+3,947
528
$1.64M 0.02%
62,284
-266,007
529
$1.63M 0.02%
11,104
-31,919
530
$1.62M 0.02%
533,558
+224,216
531
$1.61M 0.02%
15,642
+4,666
532
$1.56M 0.02%
26,646
+2,751
533
$1.56M 0.02%
17,739
+1,513
534
$1.55M 0.02%
26,530
+17,438
535
$1.54M 0.02%
125,510
+9,254
536
$1.54M 0.02%
123,344
+100,081
537
$1.53M 0.02%
+168,476
538
$1.53M 0.02%
366,070
+19,679
539
$1.5M 0.02%
+52,400
540
$1.5M 0.02%
76,054
+6,039
541
$1.48M 0.02%
110,701
-64,968
542
$1.48M 0.02%
280,646
+50,964
543
$1.46M 0.02%
+622,709
544
$1.46M 0.02%
106,190
+722
545
$1.44M 0.02%
48,057
-5,053
546
$1.44M 0.02%
93,078
-809
547
$1.43M 0.02%
72,984
+62,710
548
$1.43M 0.02%
364,722
-141,265
549
$1.43M 0.02%
15,000
550
$1.42M 0.02%
93,684
-19,278
20 21
22
23 24