Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.9B
1-Year Est. Return 21.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.9%
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
+$56.1M
2
+$51.2M
3
+$44M
4
AMH icon
American Homes 4 Rent
AMH
+$41.9M
5
GLPI icon
Gaming and Leisure Properties
GLPI
+$40.2M

Top Sells

1
+$60.9M
2
+$59.2M
3
+$50.4M
4
WTW icon
Willis Towers Watson
WTW
+$49.9M
5
SBAC icon
SBA Communications
SBAC
+$41.9M

Sector Composition

1 Technology 22.86%
2 Healthcare 16.25%
3 Financials 14.24%
4 Consumer Discretionary 10.76%
5 Communication Services 8.21%
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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72,195
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731
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29,926
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2,799
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733
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737
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36,781
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190,398
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227,025
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25,413
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51,347
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$526K 0.01%
6,133
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748
$522K 0.01%
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749
$519K 0.01%
9,335
-4,967
750
$514K 0.01%
+31,762
28 29
30
31 32