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
951
$116K ﹤0.01%
49,100
-155,600
952
$112K ﹤0.01%
+11,976
953
$111K ﹤0.01%
44,963
+17,131
954
$111K ﹤0.01%
10,213
955
$111K ﹤0.01%
108
-89
956
$109K ﹤0.01%
106,882
957
$107K ﹤0.01%
142,890
+21,138
958
$105K ﹤0.01%
494
-829
959
$99K ﹤0.01%
63,740
-180,621
960
$94K ﹤0.01%
411
961
$90K ﹤0.01%
+10,492
962
$88K ﹤0.01%
1,177
-7,900
963
$86K ﹤0.01%
+1,187
964
$82K ﹤0.01%
+19,835
965
$82K ﹤0.01%
17,381
+2,135
966
$80K ﹤0.01%
89,473
+62,812
967
$72K ﹤0.01%
+2,001
968
$71K ﹤0.01%
17,311
-2,807
969
$68K ﹤0.01%
+28,237
970
$67K ﹤0.01%
1,526
-7,484
971
$66K ﹤0.01%
9,396
-3,872
972
$64K ﹤0.01%
+16,038
973
$63K ﹤0.01%
42,600
-174,009
974
$61K ﹤0.01%
+14,503
975
$61K ﹤0.01%
+4,898
37 38
39
40 41