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
726
$587K 0.01%
388,807
-6,882
727
$585K 0.01%
+39,027
728
$583K 0.01%
9,503
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729
$583K 0.01%
72,195
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730
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+16,135
731
$573K 0.01%
29,926
-65,778
732
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2,799
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733
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736
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737
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738
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$559K 0.01%
36,781
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190,398
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744
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25,413
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49,716
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$531K 0.01%
51,347
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$526K 0.01%
6,133
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748
$522K 0.01%
+16,177
749
$519K 0.01%
9,335
-4,967
750
$514K 0.01%
+31,762
28 29
30
31 32