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
551
$1.77M 0.02%
254,527
+109,257
552
$1.76M 0.02%
9,040
553
$1.76M 0.02%
6,104
+3,305
554
$1.75M 0.02%
+1,617,344
555
$1.75M 0.02%
25,327
+21,667
556
$1.74M 0.02%
119,257
+69,541
557
$1.72M 0.02%
63,652
+40,983
558
$1.7M 0.02%
22,078
-11,022
559
$1.69M 0.02%
420,158
+41,748
560
$1.67M 0.02%
+162,600
561
$1.66M 0.02%
+18,033
562
$1.65M 0.02%
+38,951
563
$1.65M 0.02%
15,616
+3,537
564
$1.65M 0.02%
7,344
-70,223
565
$1.64M 0.02%
20,561
-119,262
566
$1.61M 0.02%
+64,476
567
$1.6M 0.02%
297,805
+273,155
568
$1.6M 0.02%
+8,240
569
$1.59M 0.02%
+10,272
570
$1.59M 0.02%
159,940
+51,136
571
$1.59M 0.02%
21,327
-29,238
572
$1.58M 0.02%
+79,402
573
$1.57M 0.02%
47,256
-801
574
$1.57M 0.02%
372,563
+7,841
575
$1.56M 0.02%
37,202
-21,841
21 22
23
24 25