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
876
$318K ﹤0.01%
3,337
877
$318K ﹤0.01%
7,239
+5,238
878
$318K ﹤0.01%
58,326
-40,872
879
$315K ﹤0.01%
12,256
880
$314K ﹤0.01%
54,322
-19,271
881
$310K ﹤0.01%
63,556
+12,037
882
$309K ﹤0.01%
41,921
-119,108
883
$307K ﹤0.01%
14,423
-7,309
884
$304K ﹤0.01%
+4,412
885
$303K ﹤0.01%
1,293
-11,279
886
$301K ﹤0.01%
+21,583
887
$300K ﹤0.01%
27,615
888
$298K ﹤0.01%
44,547
-7,354
889
$295K ﹤0.01%
+2,458
890
$295K ﹤0.01%
+62,155
891
$294K ﹤0.01%
10,000
892
$290K ﹤0.01%
+467
893
$286K ﹤0.01%
180,861
+2,725
894
$284K ﹤0.01%
33,757
-133
895
$281K ﹤0.01%
+28,227
896
$279K ﹤0.01%
35,685
+7,466
897
$276K ﹤0.01%
48,974
-1,734
898
$276K ﹤0.01%
32,679
+1,826
899
$273K ﹤0.01%
22,216
+8,190
900
$273K ﹤0.01%
18,146
-228
34 35
36
37 38