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
676
$975K 0.01%
39,993
-68,129
677
$962K 0.01%
333,890
+143,492
678
$951K 0.01%
+1,030
679
$940K 0.01%
46,995
+806
680
$936K 0.01%
5,637
+2,702
681
$932K 0.01%
32,277
-2,446
682
$930K 0.01%
63,229
-257,683
683
$929K 0.01%
42,086
+1,222
684
$927K 0.01%
61,496
+283
685
$925K 0.01%
5,983
-5,121
686
$923K 0.01%
3,721
-47
687
$922K 0.01%
55,315
+42,398
688
$907K 0.01%
44,788
+4,935
689
$907K 0.01%
15,421
-2,496
690
$903K 0.01%
+66,153
691
$901K 0.01%
320,670
-35,017
692
$899K 0.01%
93,529
693
$893K 0.01%
39,726
+5,911
694
$890K 0.01%
35,166
-495,371
695
$889K 0.01%
7,520
+2,334
696
$887K 0.01%
7,521
-1,982
697
$879K 0.01%
81,921
-1,319
698
$875K 0.01%
+36,034
699
$872K 0.01%
350,021
+191,652
700
$860K 0.01%
+1,397
26 27
28
29 30