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
651
$903K 0.01%
33,312
-44,083
652
$901K 0.01%
47,552
+8,635
653
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654
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81,248
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655
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126,119
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656
$873K 0.01%
5,494
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10,606
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658
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1,027
-29,510
659
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660
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662
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$853K 0.01%
93,361
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664
$852K 0.01%
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665
$852K 0.01%
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670
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671
$829K 0.01%
25,412
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672
$811K 0.01%
83,240
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673
$811K 0.01%
152,377
+62,850
674
$808K 0.01%
+11,283
675
$806K 0.01%
65,215
-451
25 26
27
28 29