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
1101
– –
-46,185
1102
– –
-2,067
1103
– –
-42,683
1104
– –
-184,443
1105
– –
-31,481
1106
– –
-53,096
1107
– –
-91,616
1108
– –
-1,095,334
1109
– –
-347,553
1110
– –
-146,192
1111
– –
-278,101
1112
– –
-16,178
1113
– –
-1,086,040
1114
– –
-312,791
1115
– –
-2,594
1116
– –
-23,716
1117
– –
-23,430
1118
– –
-3,600
1119
– –
-1,300
1120
– –
-4,250
1121
– –
-26,940
1122
– –
-7,638
1123
– –
-174,820
1124
– –
-3,089
1125
– –
-17,791
43 44
45
46 47