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
626
$1.25M 0.01%
180,748
+5,999
627
$1.25M 0.01%
+33,827
628
$1.24M 0.01%
+25,698
629
$1.24M 0.01%
14,589
-880
630
$1.24M 0.01%
220,032
+67,655
631
$1.24M 0.01%
+31,185
632
$1.23M 0.01%
325,284
+128,636
633
$1.23M 0.01%
17,440
634
$1.23M 0.01%
390,293
+263,914
635
$1.21M 0.01%
1,069,058
+159,919
636
$1.21M 0.01%
68,279
-4,078
637
$1.2M 0.01%
+6,098
638
$1.2M 0.01%
46,330
-15,954
639
$1.17M 0.01%
95,123
+1,295
640
$1.17M 0.01%
9,242
-5,741
641
$1.15M 0.01%
45,157
-4,367
642
$1.14M 0.01%
394,466
+5,659
643
$1.13M 0.01%
108,689
+25,244
644
$1.13M 0.01%
54,037
+5,392
645
$1.13M 0.01%
+10,055
646
$1.13M 0.01%
+123,332
647
$1.13M 0.01%
243,650
-4,766
648
$1.12M 0.01%
+14,095
649
$1.12M 0.01%
11,765
+1,146
650
$1.11M 0.01%
11,807
-178,691
24 25
26
27 28