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
1001
$106K ﹤0.01%
29,014
1002
$104K ﹤0.01%
+34,889
1003
$103K ﹤0.01%
1,164
1004
$102K ﹤0.01%
+12,122
1005
$102K ﹤0.01%
+22,800
1006
$100K ﹤0.01%
+12,600
1007
$99K ﹤0.01%
+29,511
1008
$98K ﹤0.01%
+12,007
1009
$97K ﹤0.01%
13,730
-4,539
1010
$97K ﹤0.01%
+11,502
1011
$96K ﹤0.01%
14,250
-77,915
1012
$93K ﹤0.01%
63,740
1013
$86K ﹤0.01%
+13,408
1014
$86K ﹤0.01%
10,492
1015
$86K ﹤0.01%
36,768
-86,181
1016
$81K ﹤0.01%
+15,715
1017
$74K ﹤0.01%
+11,674
1018
$71K ﹤0.01%
+14,300
1019
$60K ﹤0.01%
+45,551
1020
$59K ﹤0.01%
16,055
-1,326
1021
$49K ﹤0.01%
10,000
-48,473
1022
$49K ﹤0.01%
1,534
1023
$47K ﹤0.01%
2,273
1024
$43K ﹤0.01%
+2,083
1025
$40K ﹤0.01%
+28,315
39 40
41
42 43