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
851
$241K ﹤0.01%
10,000
852
$237K ﹤0.01%
90,977
-327,557
853
$237K ﹤0.01%
+6,201
854
$235K ﹤0.01%
21,619
+3,234
855
$230K ﹤0.01%
3,660
856
$230K ﹤0.01%
14,097
-5,700
857
$230K ﹤0.01%
409,177
-454,283
858
$229K ﹤0.01%
+45,397
859
$227K ﹤0.01%
+14,723
860
$227K ﹤0.01%
1,244
-35,311
861
$226K ﹤0.01%
6,856
+1,202
862
$226K ﹤0.01%
12,700
863
$225K ﹤0.01%
32,524
-63,276
864
$224K ﹤0.01%
51,519
+12,610
865
$222K ﹤0.01%
6,938
866
$222K ﹤0.01%
264,549
+125,096
867
$219K ﹤0.01%
46,599
-22,768
868
$218K ﹤0.01%
10,348
+2,010
869
$217K ﹤0.01%
4,377
-2,853
870
$217K ﹤0.01%
+30,623
871
$217K ﹤0.01%
+9,865
872
$216K ﹤0.01%
50,854
+20,258
873
$216K ﹤0.01%
+1,373
874
$215K ﹤0.01%
+3,271
875
$213K ﹤0.01%
+3,527
33 34
35
36 37