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
726
$720K 0.01%
23,565
-9,913
727
$719K 0.01%
6,742
+336
728
$710K 0.01%
23,526
+14,312
729
$705K 0.01%
131,123
+64,653
730
$701K 0.01%
108,324
+5,086
731
$699K 0.01%
137,082
732
$696K 0.01%
86,207
+33,996
733
$690K 0.01%
88,195
+28,181
734
$688K 0.01%
8,640
-9,021
735
$688K 0.01%
+109,251
736
$688K 0.01%
8,073
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737
$687K 0.01%
37,527
-282,652
738
$682K 0.01%
43,291
-3,881
739
$681K 0.01%
76,232
-37,307
740
$677K 0.01%
815,104
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741
$667K 0.01%
+193,469
742
$662K 0.01%
19,175
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743
$653K 0.01%
+2,206
744
$648K 0.01%
64,174
-32,535
745
$646K 0.01%
+102,860
746
$643K 0.01%
+41,873
747
$642K 0.01%
26,080
-25,296
748
$640K 0.01%
10,879
+3,750
749
$636K 0.01%
+68,148
750
$636K 0.01%
+53,561
28 29
30
31 32