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
901
$182K ﹤0.01%
37,646
+13,717
902
$181K ﹤0.01%
82,608
+11,431
903
$180K ﹤0.01%
22,856
+4,414
904
$179K ﹤0.01%
17,030
+219
905
$177K ﹤0.01%
196,444
+186,167
906
$175K ﹤0.01%
17,602
-1,660
907
$175K ﹤0.01%
+70,521
908
$171K ﹤0.01%
3,337
-786
909
$170K ﹤0.01%
+176,774
910
$169K ﹤0.01%
+165,281
911
$166K ﹤0.01%
78,576
+2,580
912
$164K ﹤0.01%
+17,310
913
$162K ﹤0.01%
19,893
-18,349
914
$159K ﹤0.01%
+36,658
915
$159K ﹤0.01%
10,260
-4,690
916
$158K ﹤0.01%
97,832
-137,188
917
$158K ﹤0.01%
55,609
-5,945
918
$156K ﹤0.01%
122,949
+94,564
919
$156K ﹤0.01%
+51,901
920
$154K ﹤0.01%
107,863
-236,976
921
$153K ﹤0.01%
14,287
-8,225
922
$150K ﹤0.01%
+26,868
923
$150K ﹤0.01%
+76,760
924
$149K ﹤0.01%
28,141
-67,424
925
$147K ﹤0.01%
181,669
-8,918
35 36
37
38 39