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
826
$300K ﹤0.01%
52,172
-123,569
827
$299K ﹤0.01%
33,890
-2,152
828
$297K ﹤0.01%
39,748
+15,421
829
$297K ﹤0.01%
+71,971
830
$296K ﹤0.01%
+40,373
831
$293K ﹤0.01%
+5,904
832
$293K ﹤0.01%
92,165
+10,600
833
$288K ﹤0.01%
5,999
-54
834
$285K ﹤0.01%
221,270
-550,111
835
$279K ﹤0.01%
+24,105
836
$278K ﹤0.01%
12,416
+3,479
837
$275K ﹤0.01%
5,186
-6,116
838
$271K ﹤0.01%
9,710
+812
839
$266K ﹤0.01%
101,438
+61,579
840
$266K ﹤0.01%
12,526
-461
841
$264K ﹤0.01%
300,736
+115,783
842
$260K ﹤0.01%
+16,165
843
$258K ﹤0.01%
178,136
-19,349
844
$254K ﹤0.01%
+15,212
845
$253K ﹤0.01%
18,954
+8,754
846
$253K ﹤0.01%
1,380
847
$253K ﹤0.01%
18,374
+5,642
848
$250K ﹤0.01%
25,401
-143,799
849
$245K ﹤0.01%
+10,235
850
$243K ﹤0.01%
+66,470
32 33
34
35 36