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
976
$164K ﹤0.01%
+14,126
977
$164K ﹤0.01%
+1,669
978
$163K ﹤0.01%
+21,976
979
$161K ﹤0.01%
+54,700
980
$155K ﹤0.01%
+10,217
981
$154K ﹤0.01%
+38,879
982
$151K ﹤0.01%
+11,124
983
$150K ﹤0.01%
+17,345
984
$149K ﹤0.01%
18,251
-9,890
985
$146K ﹤0.01%
10,606
-735,268
986
$146K ﹤0.01%
+22,013
987
$143K ﹤0.01%
+17,480
988
$142K ﹤0.01%
27,613
+14,512
989
$142K ﹤0.01%
53,443
-23,317
990
$140K ﹤0.01%
4,192
-6,068
991
$139K ﹤0.01%
23,164
-155,310
992
$133K ﹤0.01%
+13,055
993
$131K ﹤0.01%
19,951
994
$127K ﹤0.01%
12,375
-11,730
995
$127K ﹤0.01%
+27,700
996
$127K ﹤0.01%
346
-303
997
$125K ﹤0.01%
+90,295
998
$121K ﹤0.01%
411
999
$119K ﹤0.01%
+57,232
1000
$110K ﹤0.01%
+12,330
38 39
40
41 42