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
676
$805K 0.01%
48,691
+17,929
677
$804K 0.01%
60,773
-88,552
678
$797K 0.01%
71,065
-595,094
679
$796K 0.01%
16,319
-3,691
680
$795K 0.01%
97,339
+14,553
681
$792K 0.01%
406,138
+36,895
682
$784K 0.01%
61,213
+2,227
683
$781K 0.01%
39,394
+7,711
684
$774K 0.01%
+16,157
685
$767K 0.01%
49,524
-8,103
686
$762K 0.01%
94,004
+6,103
687
$758K 0.01%
10,619
-6,051
688
$746K 0.01%
+16,890
689
$746K 0.01%
15,010
-3,518
690
$745K 0.01%
39,853
+5,733
691
$743K 0.01%
+96,709
692
$742K 0.01%
22,888
+2,948
693
$741K 0.01%
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694
$741K 0.01%
40,851
+6,092
695
$737K 0.01%
93,529
+40,511
696
$713K 0.01%
73,691
+62,200
697
$704K 0.01%
83,445
-42,730
698
$701K 0.01%
18,498
-4,239
699
$700K 0.01%
11,918
+1,070
700
$697K 0.01%
+25,258
26 27
28
29 30