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
$6.36B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,175
New
Increased
Reduced
Closed

Top Buys

1
+$26.9M
2
+$24.3M
3
+$19.4M
4
EG icon
Everest Group
EG
+$18.6M
5
LKQ icon
LKQ Corp
LKQ
+$15.5M

Top Sells

1
+$38M
2
+$30.2M
3
+$18.4M
4
MRK icon
Merck
MRK
+$18.2M
5
AAPL icon
Apple
AAPL
+$17.5M

Sector Composition

1 Technology 19.48%
2 Financials 17.64%
3 Consumer Discretionary 12.58%
4 Industrials 11.94%
5 Healthcare 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.56M 0.12%
311,666
+41,676
227
$7.27M 0.11%
122,040
+57,660
228
$7.25M 0.11%
84,690
-179,796
229
$7.25M 0.11%
126,890
-5,210
230
$7.23M 0.11%
359,778
+289,678
231
$7.23M 0.11%
+69,680
232
$7.23M 0.11%
1,101,501
+105,292
233
$7.18M 0.11%
135,593
+92,640
234
$7.15M 0.11%
174,430
+116,740
235
$7.14M 0.11%
300,080
-69,850
236
$7.08M 0.11%
+66,130
237
$7.07M 0.11%
+168,442
238
$6.93M 0.11%
143,680
+22,140
239
$6.86M 0.11%
116,029
-47,960
240
$6.75M 0.11%
90,294
+4,860
241
$6.75M 0.11%
156,095
+39,500
242
$6.73M 0.11%
232,047
+208,250
243
$6.72M 0.11%
128,140
+11,780
244
$6.71M 0.11%
95,406
-104,310
245
$6.7M 0.11%
177,175
-151,231
246
$6.7M 0.11%
271,619
-220,240
247
$6.57M 0.1%
239,483
-46,880
248
$6.55M 0.1%
109,550
-109,361
249
$6.52M 0.1%
311,674
-9,000
250
$6.44M 0.1%
330,261
-1,400
8 9
10
11 12