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
776
$429K 0.01%
110,726
+51,241
777
$426K 0.01%
8,814
-89,802
778
$426K 0.01%
+7,974
779
$423K 0.01%
35,104
+25,025
780
$409K 0.01%
+4,072
781
$406K 0.01%
3,084
+1,926
782
$406K 0.01%
99,198
+52,324
783
$405K 0.01%
+22,355
784
$403K 0.01%
4,696
-3,882
785
$399K 0.01%
15,840
-46,891
786
$397K 0.01%
7,129
-154,950
787
$393K 0.01%
+126,379
788
$390K 0.01%
103,238
+78,753
789
$387K 0.01%
84,985
+21,870
790
$387K 0.01%
7,279
-10,506
791
$382K ﹤0.01%
5,178
-153,312
792
$380K ﹤0.01%
6,406
+1,884
793
$380K ﹤0.01%
+58,778
794
$379K ﹤0.01%
1,322
795
$377K ﹤0.01%
7,235
-633,954
796
$377K ﹤0.01%
+355,687
797
$376K ﹤0.01%
+11,953
798
$375K ﹤0.01%
34,586
+11,436
799
$372K ﹤0.01%
+196,648
800
$369K ﹤0.01%
+47,196
30 31
32
33 34