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
751
$511K 0.01%
72,357
-19,474
752
$509K 0.01%
32,381
+17,668
753
$502K 0.01%
16,413
-21,106
754
$499K 0.01%
152,011
+48,445
755
$497K 0.01%
75,168
-10,776
756
$493K 0.01%
+90,800
757
$489K 0.01%
+34,585
758
$487K 0.01%
139,279
-246,805
759
$485K 0.01%
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760
$481K 0.01%
21,732
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761
$479K 0.01%
52,211
+34,449
762
$477K 0.01%
+186,236
763
$476K 0.01%
113,539
-19,446
764
$475K 0.01%
164,356
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765
$474K 0.01%
11,741
-4,694
766
$472K 0.01%
137,082
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1,060
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768
$466K 0.01%
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769
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29,421
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770
$446K 0.01%
6,470
-21,860
771
$442K 0.01%
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772
$436K 0.01%
28,119
-1,948
773
$434K 0.01%
28,547
-1,484
774
$434K 0.01%
+9,777
775
$431K 0.01%
57,244
-3,964
29 30
31
32 33