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
176
$10.3M 0.13%
77,567
-5,958
177
$10.2M 0.13%
1,929,064
+6,664
178
$10.1M 0.13%
1,195,620
+395,506
179
$10.1M 0.13%
60,738
+4,824
180
$10.1M 0.13%
1,162,553
-484,116
181
$9.99M 0.13%
407,696
+228
182
$9.98M 0.13%
158,523
+1,695
183
$9.97M 0.13%
80,850
-82,451
184
$9.8M 0.13%
339,288
+44,313
185
$9.8M 0.13%
748,763
-561,713
186
$9.71M 0.12%
+549,919
187
$9.64M 0.12%
482,145
-20,361
188
$9.64M 0.12%
416,942
-35,673
189
$9.62M 0.12%
383,243
-77,355
190
$9.59M 0.12%
272,210
-11,752
191
$9.55M 0.12%
446,972
+378,803
192
$9.49M 0.12%
190,498
-362
193
$9.43M 0.12%
1,071,521
-206,772
194
$9.27M 0.12%
264,177
+248,547
195
$9.14M 0.12%
+1,823,620
196
$9.02M 0.12%
830,692
+790,364
197
$8.9M 0.11%
530,537
+11,006
198
$8.79M 0.11%
718,942
+126,979
199
$8.78M 0.11%
170,785
+84,998
200
$8.75M 0.11%
599,891
-24,676
6 7
8
9 10