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
576
$1.28M 0.02%
395,407
+163,623
577
$1.27M 0.02%
257,001
+13,039
578
$1.25M 0.02%
35,807
-3
579
$1.25M 0.02%
27,926
+21,616
580
$1.24M 0.02%
44,604
+24,254
581
$1.24M 0.02%
+88,617
582
$1.23M 0.02%
219,554
+179,846
583
$1.2M 0.02%
38,159
-3,088
584
$1.2M 0.02%
+154,452
585
$1.19M 0.02%
19,481
-28,868
586
$1.19M 0.02%
+184,056
587
$1.17M 0.02%
8,100
588
$1.16M 0.02%
+108,804
589
$1.16M 0.02%
9,040
-1,495
590
$1.16M 0.01%
161,029
+7,107
591
$1.15M 0.01%
15,469
+22
592
$1.15M 0.01%
4,380
593
$1.15M 0.01%
12,768
-7,197
594
$1.14M 0.01%
464,121
+85,367
595
$1.14M 0.01%
10,326
+6,971
596
$1.13M 0.01%
59,436
-3,537
597
$1.12M 0.01%
170,120
-8,080
598
$1.11M 0.01%
17,917
-171,462
599
$1.1M 0.01%
151,794
-4,953
600
$1.09M 0.01%
77,641
+63,933
22 23
24
25 26