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
201
$8.71M 0.11%
121,055
-1,894
202
$8.58M 0.11%
483,777
+181,518
203
$8.44M 0.11%
185,573
+7,127
204
$8.41M 0.11%
867,577
+399,440
205
$8.39M 0.11%
338,142
-213,363
206
$8.37M 0.11%
286,125
+194,094
207
$8.24M 0.11%
698,752
+187,022
208
$8.21M 0.11%
1,697,398
+486,895
209
$8.15M 0.1%
243,177
+418
210
$8.13M 0.1%
358,054
+11,742
211
$8.13M 0.1%
191,254
-53,896
212
$8.11M 0.1%
447,825
+36,853
213
$8.08M 0.1%
3,084,229
+254,567
214
$8.07M 0.1%
510,697
+9,282
215
$7.99M 0.1%
139,860
+1,109
216
$7.96M 0.1%
+3,741,250
217
$7.95M 0.1%
228,659
-68,001
218
$7.94M 0.1%
388,274
-113,030
219
$7.9M 0.1%
324,890
-7,269
220
$7.63M 0.1%
160,878
+33,228
221
$7.63M 0.1%
285,934
-25,404
222
$7.61M 0.1%
295,006
+256,608
223
$7.57M 0.1%
1,203,030
-71,529
224
$7.55M 0.1%
+305,703
225
$7.54M 0.1%
86,617
+76,353
7 8
9
10 11