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
601
$1.08M 0.01%
368,943
+281,234
602
$1.08M 0.01%
+55,447
603
$1.08M 0.01%
408,948
-257,391
604
$1.07M 0.01%
12,079
+4,467
605
$1.07M 0.01%
38,760
606
$1.07M 0.01%
149,279
-166,505
607
$1.06M 0.01%
+17,682
608
$1.04M 0.01%
63,136
-14,612
609
$1.04M 0.01%
+44,960
610
$1.04M 0.01%
72,545
-169,178
611
$1.04M 0.01%
65,228
+6,318
612
$1.03M 0.01%
30,002
-2,145
613
$1.02M 0.01%
909,139
+172,785
614
$1.01M 0.01%
27,396
+23,551
615
$1.01M 0.01%
86,338
+43,401
616
$1.01M 0.01%
157,480
+34,870
617
$1M 0.01%
+74,966
618
$997K 0.01%
33,006
+4,218
619
$993K 0.01%
33,968
-33,879
620
$992K 0.01%
52,779
-18,929
621
$987K 0.01%
74,482
+27,424
622
$979K 0.01%
48,645
+6,320
623
$969K 0.01%
56,384
-1,303,226
624
$967K 0.01%
54,515
+41,106
625
$964K 0.01%
+50,307
23 24
25
26 27