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
801
$366K ﹤0.01%
33,188
+23,761
802
$364K ﹤0.01%
350,205
+160,048
803
$362K ﹤0.01%
36,639
+12,957
804
$359K ﹤0.01%
+7,432
805
$358K ﹤0.01%
3,028
-12,768
806
$358K ﹤0.01%
48,126
-58,494
807
$351K ﹤0.01%
+29,938
808
$348K ﹤0.01%
6,423
-22,302
809
$345K ﹤0.01%
30,853
+598
810
$340K ﹤0.01%
+45,697
811
$340K ﹤0.01%
+2,935
812
$340K ﹤0.01%
+11,975
813
$337K ﹤0.01%
80,218
+38,563
814
$336K ﹤0.01%
158,369
-176,318
815
$335K ﹤0.01%
+13,549
816
$334K ﹤0.01%
58,736
-1,100
817
$332K ﹤0.01%
+32,590
818
$329K ﹤0.01%
25,205
+4,794
819
$309K ﹤0.01%
+24,193
820
$309K ﹤0.01%
9,846
+4,275
821
$308K ﹤0.01%
12,629
+2,316
822
$308K ﹤0.01%
22,195
-56,508
823
$306K ﹤0.01%
16,701
+2,333
824
$306K ﹤0.01%
36,461
-199,065
825
$300K ﹤0.01%
43,385
+6,644
31 32
33
34 35