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
651
$1.11M 0.01%
28,574
-1,428
652
$1.1M 0.01%
+118,832
653
$1.09M 0.01%
4,356
+3,567
654
$1.09M 0.01%
25,869
-914,917
655
$1.09M 0.01%
2,891
+2,035
656
$1.09M 0.01%
+42,839
657
$1.09M 0.01%
5,251
658
$1.09M 0.01%
32,472
-534
659
$1.08M 0.01%
7,694
-4,834
660
$1.07M 0.01%
66,719
+1,491
661
$1.05M 0.01%
150,353
+48,915
662
$1.05M 0.01%
143,218
+17,099
663
$1.05M 0.01%
301,217
+258,617
664
$1.04M 0.01%
+23,350
665
$1.03M 0.01%
34,899
-4,495
666
$1.02M 0.01%
52,194
-34,144
667
$1.02M 0.01%
+76,412
668
$1.01M 0.01%
86,219
-2,821
669
$1.01M 0.01%
57,315
+45,739
670
$1M 0.01%
90,345
+49,972
671
$1M 0.01%
448,331
+358,858
672
$999K 0.01%
60,188
+12,636
673
$997K 0.01%
50,506
-8,930
674
$991K 0.01%
52,471
+957
675
$987K 0.01%
3,920
+2,547
25 26
27
28 29