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
876
$212K ﹤0.01%
+1,165
877
$211K ﹤0.01%
+128,574
878
$210K ﹤0.01%
73,593
+20,557
879
$208K ﹤0.01%
15,923
-365,386
880
$208K ﹤0.01%
+6,455
881
$207K ﹤0.01%
+2,030
882
$206K ﹤0.01%
13,308
+336
883
$205K ﹤0.01%
118,305
+51,126
884
$205K ﹤0.01%
+10,596
885
$205K ﹤0.01%
95,106
-91,725
886
$204K ﹤0.01%
23,173
+8,973
887
$201K ﹤0.01%
28,219
+7,231
888
$199K ﹤0.01%
50,708
-50,379
889
$198K ﹤0.01%
+15,339
890
$196K ﹤0.01%
41,669
-102,128
891
$195K ﹤0.01%
856
+302
892
$192K ﹤0.01%
+27,811
893
$191K ﹤0.01%
23,445
+3,400
894
$191K ﹤0.01%
14,611
-1,980
895
$190K ﹤0.01%
12,050
-30,675
896
$188K ﹤0.01%
12,256
-206,159
897
$186K ﹤0.01%
+1,596
898
$184K ﹤0.01%
6,473
899
$183K ﹤0.01%
7,664
+1,755
900
$183K ﹤0.01%
+12,917
34 35
36
37 38