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
526
$2.13M 0.02%
134,316
-17,478
527
$2.1M 0.02%
26,806
+17,029
528
$2.06M 0.02%
232,010
+12,456
529
$2.04M 0.02%
85,290
-4,908
530
$2.04M 0.02%
49,884
+35,161
531
$2.02M 0.02%
328,315
+26,148
532
$2M 0.02%
112,085
-43,641
533
$2M 0.02%
+7,934
534
$1.98M 0.02%
38,620
+461
535
$1.98M 0.02%
44,203
-1,439,521
536
$1.97M 0.02%
414,426
+316,594
537
$1.97M 0.02%
52,503
538
$1.96M 0.02%
67,453
+22,849
539
$1.96M 0.02%
37,108
+22,098
540
$1.96M 0.02%
260,594
+143,850
541
$1.91M 0.02%
60,253
+25,370
542
$1.91M 0.02%
156,820
+661
543
$1.9M 0.02%
174,702
+17,222
544
$1.9M 0.02%
487,267
+91,860
545
$1.89M 0.02%
19,380
-20,429
546
$1.87M 0.02%
5,132
+4,638
547
$1.87M 0.02%
+73,572
548
$1.87M 0.02%
+42,949
549
$1.79M 0.02%
93,684
550
$1.78M 0.02%
+10,954
20 21
22
23 24