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
$7.78B
AUM Growth
-$2.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,167
New
Increased
Reduced
Closed

Top Buys

1
+$44.4M
2
+$40.9M
3
+$36.8M
4
MRK icon
Merck
MRK
+$36.5M
5
SYF icon
Synchrony
SYF
+$31M

Top Sells

1
+$61.4M
2
+$49.9M
3
+$42.9M
4
DD icon
DuPont de Nemours
DD
+$41.4M
5
AMT icon
American Tower
AMT
+$34.5M

Sector Composition

1 Technology 22.82%
2 Healthcare 16.25%
3 Financials 14.24%
4 Consumer Discretionary 10.76%
5 Communication Services 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$20.5M 0.26%
2,911,956
+255,871
102
$20.2M 0.26%
420,783
-6,155
103
$20.1M 0.26%
188,655
-38,312
104
$19.9M 0.26%
90,264
-888
105
$19.6M 0.25%
464,130
-2,492
106
$19.4M 0.25%
364,717
+287,758
107
$18.8M 0.24%
346,129
+28,963
108
$18.8M 0.24%
1,524,862
+645,724
109
$18.7M 0.24%
1,038,138
+212,118
110
$18.7M 0.24%
234,779
+110,408
111
$18.7M 0.24%
231,524
-11,420
112
$18.6M 0.24%
252,985
-1,659
113
$18.5M 0.24%
+369,202
114
$18.3M 0.23%
455,647
+192,806
115
$17.7M 0.23%
541,380
+4,617
116
$17.5M 0.23%
500,329
+14,097
117
$17.5M 0.22%
+318,560
118
$17.5M 0.22%
743,583
+504,506
119
$17.3M 0.22%
484,886
-48,326
120
$16.9M 0.22%
280,680
+70,928
121
$16.8M 0.22%
1,172,598
+47,782
122
$15.8M 0.2%
576,582
+23,058
123
$15.8M 0.2%
665,484
+5,517
124
$15.4M 0.2%
98,720
+65,890
125
$15.3M 0.2%
1,242,331
+9,544
3 4
5
6 7