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
576
$1.56M 0.02%
42,394
-9,842
577
$1.55M 0.02%
15,000
578
$1.55M 0.02%
88,617
579
$1.55M 0.02%
+261,728
580
$1.54M 0.02%
354,619
+97,618
581
$1.51M 0.02%
487,729
+474,809
582
$1.5M 0.02%
8,418
-828
583
$1.5M 0.02%
+75,552
584
$1.48M 0.02%
+19,714
585
$1.48M 0.02%
175,661
-104,985
586
$1.47M 0.02%
354,039
+214,760
587
$1.47M 0.02%
+129,373
588
$1.45M 0.02%
319,159
+221,820
589
$1.45M 0.02%
135,780
-13,499
590
$1.44M 0.02%
+50,228
591
$1.44M 0.02%
100,340
+76,147
592
$1.43M 0.02%
123,978
+17,788
593
$1.43M 0.02%
+67,762
594
$1.43M 0.02%
57,871
+7,564
595
$1.42M 0.02%
24,991
-239,186
596
$1.42M 0.02%
63,591
+29,006
597
$1.42M 0.02%
4,380
598
$1.4M 0.02%
21,257
+15,353
599
$1.4M 0.02%
129,826
+57,775
600
$1.4M 0.02%
122,176
+1,666
22 23
24
25 26