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
901
$272K ﹤0.01%
+26,965
902
$272K ﹤0.01%
21,385
+6,046
903
$268K ﹤0.01%
391,162
+248,272
904
$266K ﹤0.01%
+2,006
905
$264K ﹤0.01%
+14,982
906
$262K ﹤0.01%
35,568
+8,700
907
$259K ﹤0.01%
6,486
-12,012
908
$258K ﹤0.01%
+36,161
909
$255K ﹤0.01%
32,809
-10,576
910
$255K ﹤0.01%
+4,246
911
$251K ﹤0.01%
+20,057
912
$251K ﹤0.01%
277,550
+13,001
913
$248K ﹤0.01%
37,097
+15,263
914
$246K ﹤0.01%
4,890
-11,267
915
$246K ﹤0.01%
1,141
-19,893
916
$245K ﹤0.01%
+16,367
917
$242K ﹤0.01%
+20,429
918
$242K ﹤0.01%
+11,350
919
$242K ﹤0.01%
+4,345
920
$242K ﹤0.01%
+7,457
921
$241K ﹤0.01%
+3,436
922
$240K ﹤0.01%
+3,162
923
$236K ﹤0.01%
20,999
-844,285
924
$236K ﹤0.01%
18,973
925
$235K ﹤0.01%
+10,161
35 36
37
38 39