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
51
$36M 0.46%
793,817
+92,957
52
$35.6M 0.46%
1,861,364
-19,902
53
$35.2M 0.45%
233,751
+39,055
54
$34.6M 0.44%
364,580
+277,867
55
$34.2M 0.44%
1,135,756
-22,615
56
$34M 0.44%
1,247,349
-20,927
57
$33.6M 0.43%
955,216
-2,469
58
$33.1M 0.43%
806,266
+560,493
59
$32.5M 0.42%
74,583
+53,348
60
$32.2M 0.41%
682,286
+1,935
61
$32.2M 0.41%
475,684
+245,731
62
$32M 0.41%
569,504
+245,685
63
$31.4M 0.4%
264,603
-16,905
64
$31.1M 0.4%
324,220
-108,579
65
$30.6M 0.39%
373,189
+1,465
66
$30.2M 0.39%
1,451,666
+203,003
67
$30.1M 0.39%
600,709
+274,522
68
$29.6M 0.38%
3,046,639
-17,422
69
$29.3M 0.38%
417,777
+323,785
70
$29M 0.37%
940,786
+186,061
71
$28.8M 0.37%
278,773
-6,400
72
$27.4M 0.35%
1,078,117
+103,456
73
$27.3M 0.35%
100,984
-158,970
74
$27.1M 0.35%
+979,767
75
$27M 0.35%
697,319
+318,726
1 2
3
4 5