Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.5B
1-Year Est. Return 20.81%
This Quarter Est. Return
1 Year Est. Return
+20.81%
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
51
$40.4M 0.44%
624,682
+64,382
52
$40.1M 0.43%
649,289
+24,648
53
$39.9M 0.43%
383,698
-375,100
54
$39.4M 0.43%
709,730
+27,444
55
$38.1M 0.41%
729,661
+308,878
56
$37.7M 0.41%
944,555
-10,661
57
$37M 0.4%
329,333
+5,113
58
$36.9M 0.4%
791,836
-106,630
59
$36.6M 0.4%
530,056
-70,653
60
$35.2M 0.38%
252,443
-12,160
61
$35.1M 0.38%
+259,943
62
$35M 0.38%
446,166
+435
63
$35M 0.38%
189,670
+119,393
64
$34.4M 0.37%
1,655,214
+410,107
65
$34.3M 0.37%
832,769
+26,503
66
$33.9M 0.37%
1,504,945
+364,064
67
$33.7M 0.37%
242,786
+8,007
68
$33.2M 0.36%
910,302
+727,834
69
$32.9M 0.36%
810,567
+113,248
70
$32.8M 0.36%
726,385
-508,156
71
$32.6M 0.35%
374,108
-34,992
72
$32.1M 0.35%
1,388,738
+350,600
73
$32.1M 0.35%
404,594
-147,890
74
$32M 0.35%
835,590
+259,008
75
$31.5M 0.34%
397,084
+27,882
1 2
3
4 5