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
776
$530K 0.01%
+49,960
777
$527K 0.01%
14,809
-8,079
778
$527K 0.01%
7,664
779
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780
$520K 0.01%
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781
$517K 0.01%
+52,222
782
$513K 0.01%
5,593
-17,963
783
$511K 0.01%
24,414
-69,805
784
$509K 0.01%
39,414
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785
$500K 0.01%
84,303
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$499K 0.01%
35,075
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787
$494K 0.01%
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788
$494K 0.01%
96,087
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789
$492K 0.01%
4,240
-6,700
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$490K 0.01%
12,735
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791
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$487K 0.01%
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62,727
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795
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20,372
-165,699
796
$481K 0.01%
58,040
-35,321
797
$472K 0.01%
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798
$471K 0.01%
+50,275
799
$470K 0.01%
92,273
-6,800
800
$467K 0.01%
9,332
-60,931
30 31
32
33 34