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

Top Buys

1
+$71.6M
2
+$65.5M
3
+$44.5M
4
GM icon
General Motors
GM
+$41.6M
5
ICE icon
Intercontinental Exchange
ICE
+$41.2M

Top Sells

1
+$109M
2
+$79.5M
3
+$65.8M
4
KO icon
Coca-Cola
KO
+$64.3M
5
AMH icon
American Homes 4 Rent
AMH
+$47.7M

Sector Composition

1 Technology 26.04%
2 Healthcare 15.83%
3 Financials 13.35%
4 Consumer Discretionary 12.53%
5 Industrials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$12.9M 0.14%
+560,544
177
$12.8M 0.14%
165,194
+4,316
178
$12.8M 0.14%
53,681
-45,039
179
$12.8M 0.14%
825,734
-41,843
180
$12.7M 0.14%
285,909
+100,336
181
$12.6M 0.14%
462,061
+258,316
182
$12.5M 0.14%
455,447
+8,475
183
$12.5M 0.14%
544,650
+286,050
184
$12.3M 0.13%
+859,291
185
$12.3M 0.13%
253,135
+236,816
186
$12.2M 0.13%
486,361
+2,584
187
$12.1M 0.13%
687,497
-7,675
188
$11.8M 0.13%
143,348
-426,156
189
$11.7M 0.13%
222,295
-20,882
190
$11.7M 0.13%
450,002
+168,988
191
$11.6M 0.13%
434,258
-338,383
192
$11.5M 0.12%
498,879
+351,464
193
$11.4M 0.12%
117,562
-17,439
194
$11.3M 0.12%
134,183
+54,380
195
$11.2M 0.12%
195,885
-39,399
196
$11.1M 0.12%
679,006
+84,518
197
$11.1M 0.12%
273,596
+126,517
198
$11M 0.12%
1,190,158
-12,872
199
$10.9M 0.12%
464,914
+192,759
200
$10.9M 0.12%
364,750
+166,849
6 7
8
9 10