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
551
$1.42M 0.02%
51,376
-135,873
552
$1.41M 0.02%
17,661
+4,363
553
$1.4M 0.02%
157,948
+42,387
554
$1.39M 0.02%
36,701
-94,160
555
$1.38M 0.02%
+87,124
556
$1.37M 0.02%
121,593
+10,258
557
$1.37M 0.02%
119,382
+2,447
558
$1.35M 0.02%
17,440
+2,908
559
$1.34M 0.02%
+40,572
560
$1.34M 0.02%
67,471
+33,894
561
$1.34M 0.02%
46,516
+41,062
562
$1.33M 0.02%
23,106
-59,536
563
$1.33M 0.02%
2,406
-91
564
$1.33M 0.02%
687,906
-15,913
565
$1.32M 0.02%
320,912
+75,794
566
$1.31M 0.02%
+94,219
567
$1.31M 0.02%
52,503
+9,784
568
$1.3M 0.02%
72,692
+14,488
569
$1.3M 0.02%
120,510
+41,703
570
$1.3M 0.02%
40,959
+1,953
571
$1.3M 0.02%
+166,483
572
$1.29M 0.02%
+222,445
573
$1.29M 0.02%
13,230
+786
574
$1.28M 0.02%
+24,934
575
$1.28M 0.02%
81,878
-94,121
21 22
23
24 25