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
926
$145K ﹤0.01%
21,834
927
$145K ﹤0.01%
+14,026
928
$144K ﹤0.01%
27,615
929
$144K ﹤0.01%
+649
930
$143K ﹤0.01%
+789
931
$143K ﹤0.01%
+13,166
932
$142K ﹤0.01%
14,430
-75,470
933
$136K ﹤0.01%
27,104
+6,566
934
$136K ﹤0.01%
14,901
+2,391
935
$135K ﹤0.01%
+11,576
936
$134K ﹤0.01%
+11,192
937
$132K ﹤0.01%
+17,411
938
$132K ﹤0.01%
685
-109
939
$131K ﹤0.01%
50,229
-1,877
940
$130K ﹤0.01%
1,164
-8,951
941
$128K ﹤0.01%
58,473
+33,407
942
$128K ﹤0.01%
5,693
-3,568
943
$126K ﹤0.01%
+10,665
944
$122K ﹤0.01%
19,951
945
$121K ﹤0.01%
22,284
-21,107
946
$121K ﹤0.01%
18,973
-50,686
947
$120K ﹤0.01%
+6,146
948
$119K ﹤0.01%
10,865
+300
949
$118K ﹤0.01%
24,650
-144,718
950
$117K ﹤0.01%
18,269
-1,600
36 37
38
39 40