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
801
$466K 0.01%
23,900
-1,501
802
$462K 0.01%
5,984
-15
803
$457K ﹤0.01%
16,488
-8,924
804
$457K ﹤0.01%
+90,196
805
$456K ﹤0.01%
+7,069
806
$456K ﹤0.01%
47,800
-205,171
807
$454K ﹤0.01%
19,309
+8,961
808
$454K ﹤0.01%
106,646
+26,428
809
$453K ﹤0.01%
8,113
-7,454
810
$452K ﹤0.01%
+18,480
811
$448K ﹤0.01%
+26,840
812
$446K ﹤0.01%
27,874
-43,747
813
$442K ﹤0.01%
+24,260
814
$439K ﹤0.01%
14,750
-164,672
815
$438K ﹤0.01%
219,311
-186,827
816
$434K ﹤0.01%
+13,337
817
$431K ﹤0.01%
41,207
-202,738
818
$426K ﹤0.01%
61,720
+21,972
819
$419K ﹤0.01%
88,173
-221,982
820
$411K ﹤0.01%
3,302
+2,617
821
$411K ﹤0.01%
11,765
+24
822
$410K ﹤0.01%
64,305
+16,179
823
$408K ﹤0.01%
+45,866
824
$406K ﹤0.01%
58,736
825
$405K ﹤0.01%
3,454
+1,424
31 32
33
34 35