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
751
$625K 0.01%
10,694
-1,224
752
$625K 0.01%
30,398
+19,802
753
$619K 0.01%
+3,754
754
$616K 0.01%
+22,242
755
$614K 0.01%
59,931
+2,397
756
$611K 0.01%
110,313
-41,698
757
$609K 0.01%
59,920
+40,027
758
$606K 0.01%
37,425
+644
759
$604K 0.01%
+13,723
760
$602K 0.01%
+16,659
761
$599K 0.01%
+74,986
762
$585K 0.01%
21,309
+6,097
763
$583K 0.01%
+18,901
764
$582K 0.01%
2,175
-297,145
765
$573K 0.01%
85,972
-433,928
766
$571K 0.01%
21,217
-1,773,406
767
$565K 0.01%
143,838
+33,112
768
$557K 0.01%
43,591
-21,624
769
$552K 0.01%
152,471
-33,765
770
$551K 0.01%
+30,240
771
$536K 0.01%
+57,956
772
$536K 0.01%
+13,109
773
$535K 0.01%
48,202
+26,583
774
$535K 0.01%
1,322
775
$532K 0.01%
+23,249
29 30
31
32 33