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
851
$356K ﹤0.01%
1,077
-16,136
852
$355K ﹤0.01%
4,564
-14,917
853
$355K ﹤0.01%
1,033
+925
854
$353K ﹤0.01%
+29,498
855
$353K ﹤0.01%
17,543
+842
856
$353K ﹤0.01%
+2,554
857
$352K ﹤0.01%
16,764
-60,674
858
$351K ﹤0.01%
2,027
-21,185
859
$347K ﹤0.01%
45,697
860
$345K ﹤0.01%
6,238
-2,576
861
$342K ﹤0.01%
18,694
+7,502
862
$339K ﹤0.01%
+26,469
863
$336K ﹤0.01%
+21,150
864
$335K ﹤0.01%
+19,851
865
$334K ﹤0.01%
+196,561
866
$334K ﹤0.01%
+21,175
867
$333K ﹤0.01%
70,049
-177,725
868
$332K ﹤0.01%
12,403
-226
869
$332K ﹤0.01%
+102,288
870
$329K ﹤0.01%
+23,754
871
$324K ﹤0.01%
126,703
-37,653
872
$322K ﹤0.01%
+3,043
873
$320K ﹤0.01%
1,250
-130
874
$319K ﹤0.01%
257,605
+61,161
875
$318K ﹤0.01%
209,334
+176,917
33 34
35
36 37