Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.9B
1-Year Est. Return 21.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.9%
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
+$62.9M
2
+$61.2M
3
+$46.1M
4
ICE icon
Intercontinental Exchange
ICE
+$41.2M
5
GM icon
General Motors
GM
+$40M

Top Sells

1
+$104M
2
+$89.3M
3
+$66.3M
4
ABBV icon
AbbVie
ABBV
+$59.1M
5
AMH icon
American Homes 4 Rent
AMH
+$44.2M

Sector Composition

1 Technology 25.96%
2 Healthcare 15.83%
3 Financials 13.35%
4 Consumer Discretionary 12.53%
5 Industrials 8%
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
$521K 0.01%
+15,988
780
$520K 0.01%
+218
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
+4,310
785
$500K 0.01%
84,303
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786
$499K 0.01%
35,075
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787
$494K 0.01%
+13,616
788
$494K 0.01%
96,087
+72,175
789
$492K 0.01%
4,240
-6,700
790
$490K 0.01%
12,735
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791
$488K 0.01%
269,460
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795
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20,372
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796
$481K 0.01%
58,040
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797
$472K 0.01%
+2,943
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