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
926
$233K ﹤0.01%
32,306
-4,352
927
$233K ﹤0.01%
+4,822
928
$232K ﹤0.01%
22,095
+17,197
929
$231K ﹤0.01%
27,223
-43,298
930
$231K ﹤0.01%
+5,940
931
$230K ﹤0.01%
+10,732
932
$229K ﹤0.01%
1,917
-8,409
933
$228K ﹤0.01%
14,097
934
$225K ﹤0.01%
+6,606
935
$221K ﹤0.01%
+18,667
936
$221K ﹤0.01%
195,537
+88,655
937
$217K ﹤0.01%
4,547
-22,099
938
$217K ﹤0.01%
+54,830
939
$215K ﹤0.01%
19,320
-318,784
940
$214K ﹤0.01%
78,634
+58
941
$213K ﹤0.01%
+68,551
942
$213K ﹤0.01%
3,561
-2,862
943
$212K ﹤0.01%
+34,563
944
$212K ﹤0.01%
+2,741
945
$211K ﹤0.01%
14,534
-2,496
946
$211K ﹤0.01%
23,445
947
$211K ﹤0.01%
+28,986
948
$210K ﹤0.01%
+8,358
949
$209K ﹤0.01%
57,825
+27,562
950
$208K ﹤0.01%
10,945
-1,581
36 37
38
39 40