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
826
$405K ﹤0.01%
177,839
+12,558
827
$405K ﹤0.01%
10,997
-16,642
828
$404K ﹤0.01%
+58,666
829
$403K ﹤0.01%
14,622
-21,741
830
$401K ﹤0.01%
6,938
831
$398K ﹤0.01%
43,582
-7,272
832
$396K ﹤0.01%
267,722
-82,483
833
$396K ﹤0.01%
12,467
+51
834
$395K ﹤0.01%
25,657
+452
835
$395K ﹤0.01%
+27,324
836
$392K ﹤0.01%
46,599
837
$387K ﹤0.01%
+33,923
838
$386K ﹤0.01%
+55,513
839
$385K ﹤0.01%
23,429
-4,690
840
$381K ﹤0.01%
+27,438
841
$380K ﹤0.01%
240,387
-60,349
842
$377K ﹤0.01%
9,372
+2,899
843
$377K ﹤0.01%
90,289
-4,817
844
$375K ﹤0.01%
5,353
+2,082
845
$374K ﹤0.01%
+49,678
846
$364K ﹤0.01%
13,025
-524
847
$364K ﹤0.01%
163,230
+44,925
848
$361K ﹤0.01%
12,700
849
$361K ﹤0.01%
6,263
-1,169
850
$359K ﹤0.01%
75,363
+57,263
32 33
34
35 36