Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.9B
1-Year Est. Return 21.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.9%
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
+$56.1M
2
+$51.2M
3
+$44M
4
AMH icon
American Homes 4 Rent
AMH
+$41.9M
5
GLPI icon
Gaming and Leisure Properties
GLPI
+$40.2M

Top Sells

1
+$60.9M
2
+$59.2M
3
+$50.4M
4
WTW icon
Willis Towers Watson
WTW
+$49.9M
5
SBAC icon
SBA Communications
SBAC
+$41.9M

Sector Composition

1 Technology 22.86%
2 Healthcare 16.25%
3 Financials 14.24%
4 Consumer Discretionary 10.76%
5 Communication Services 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$60K ﹤0.01%
+23,912
977
$60K ﹤0.01%
30,263
-38,378
978
$55K ﹤0.01%
+96,000
979
$54K ﹤0.01%
13,101
-44,473
980
$53K ﹤0.01%
42
-2
981
$47K ﹤0.01%
32,417
-26,243
982
$43K ﹤0.01%
2,273
-12,555
983
$41K ﹤0.01%
+14,005
984
$40K ﹤0.01%
32,089
-8,099
985
$39K ﹤0.01%
29,014
-40,909
986
$36K ﹤0.01%
18,100
-2,098,317
987
$34K ﹤0.01%
1,057
-9,710
988
$31K ﹤0.01%
10,010
-320,597
989
$29K ﹤0.01%
+10,312
990
$26K ﹤0.01%
1,534
-2,306
991
$26K ﹤0.01%
11,415
-349,884
992
$19K ﹤0.01%
12,920
-563,718
993
$13K ﹤0.01%
16,558
-13,627
994
– –
-57,901
995
– –
-1,530
996
– –
-57,969
997
– –
-5,010
998
– –
-17,829
999
– –
-26,240
1000
– –
-29,583
38 39
40
41 42