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
$9.23B
AUM Growth
+$1.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,206
New
Increased
Reduced
Closed

Top Buys

1
+$62.9M
2
+$61.2M
3
+$46.1M
4
ICE icon
Intercontinental Exchange
ICE
+$41.2M
5
GM icon
General Motors
GM
+$40M

Top Sells

1
+$104M
2
+$89.3M
3
+$66.3M
4
ABBV icon
AbbVie
ABBV
+$59.1M
5
AMH icon
American Homes 4 Rent
AMH
+$44.2M

Sector Composition

1 Technology 25.96%
2 Healthcare 15.83%
3 Financials 13.35%
4 Consumer Discretionary 12.53%
5 Industrials 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
– –
-88,083
1202
– –
-16,165
1203
– –
-124,246
1204
– –
-14,611
1205
– –
-71,065
1206
– –
-748,763
45 46 47 48
49