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
601
$1.39M 0.02%
73,921
+1,229
602
$1.36M 0.01%
56,258
+23,070
603
$1.36M 0.01%
127,157
+1,647
604
$1.35M 0.01%
+3,902
605
$1.35M 0.01%
1,031,294
+6,347
606
$1.34M 0.01%
40,959
607
$1.34M 0.01%
121,138
+1,756
608
$1.33M 0.01%
73,375
+391
609
$1.33M 0.01%
71,867
+28,128
610
$1.32M 0.01%
110,781
-10,812
611
$1.32M 0.01%
216,991
+205,576
612
$1.32M 0.01%
+6,861
613
$1.32M 0.01%
107,943
+60,747
614
$1.31M 0.01%
41,330
+2,570
615
$1.3M 0.01%
130,550
+36,546
616
$1.3M 0.01%
40,561
+5,070
617
$1.29M 0.01%
+54,987
618
$1.28M 0.01%
101,379
+13,825
619
$1.27M 0.01%
15,168
-11,683
620
$1.27M 0.01%
305,039
+260,076
621
$1.27M 0.01%
11,141
-142
622
$1.26M 0.01%
74,552
+38,052
623
$1.26M 0.01%
13,908
-13,352
624
$1.26M 0.01%
23,038
+5,356
625
$1.25M 0.01%
60,393
-658,549
23 24
25
26 27