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
1026
– –
-51,205
1027
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-111,089
1028
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-21,330
1029
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-120,961
1030
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-10,850
1031
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-77,298
1032
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-101,292
1033
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-1,102,397
1034
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-38,685
1035
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-98,239
1036
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-27,489
1037
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-114,004
1038
– –
-106,051
1039
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-498,904
1040
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-111,166
1041
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-4,322
1042
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-20,638
1043
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-74,138
1044
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-35,597
1045
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-30,436
1046
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-173,376
1047
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-1,562
1048
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-19,918
1049
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-26,751
1050
– –
-65,401
40 41
42
43 44