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
701
$849K 0.01%
+4,607
702
$847K 0.01%
46,764
-193,462
703
$834K 0.01%
187,799
+115,828
704
$831K 0.01%
+13,098
705
$828K 0.01%
22,810
-4,697
706
$826K 0.01%
11,769
-14,761
707
$824K 0.01%
44,254
+3,403
708
$822K 0.01%
159,624
-24,905
709
$819K 0.01%
8,703
-4,065
710
$818K 0.01%
+26,256
711
$811K 0.01%
12,757
-2,534
712
$811K 0.01%
+13,074
713
$809K 0.01%
56,917
+39,606
714
$807K 0.01%
4,400
715
$806K 0.01%
51,324
-22,367
716
$800K 0.01%
67,209
+36,586
717
$798K 0.01%
62,963
-14,678
718
$797K 0.01%
63,126
+48,225
719
$784K 0.01%
39,542
-193,761
720
$775K 0.01%
23,875
+11,900
721
$757K 0.01%
20,145
722
$753K 0.01%
63,251
-3,214
723
$737K 0.01%
61,451
+24,812
724
$730K 0.01%
31,762
725
$721K 0.01%
12,574
-24,330
27 28
29
30 31