Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.9B
1-Year Est. Return 21.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$25.5B
AUM Growth
+$295M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$287M
2
+$191M
3
+$177M
4
FTNT icon
Fortinet
FTNT
+$176M
5
GM icon
General Motors
GM
+$164M

Top Sells

1
+$308M
2
+$208M
3
+$198M
4
AAPL icon
Apple
AAPL
+$194M
5
SPOT icon
Spotify
SPOT
+$166M

Sector Composition

1 Technology 31.58%
2 Industrials 13.26%
3 Financials 13.04%
4 Consumer Discretionary 12.88%
5 Healthcare 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$18M 0.07%
89,262
-10,384
227
$17.2M 0.07%
332,873
-8,849
228
$17.1M 0.07%
+62,454
229
$17.1M 0.07%
57,345
-4,693
230
$17M 0.07%
620,342
+20,587
231
$17M 0.07%
320,849
-135,351
232
$16.9M 0.07%
1,955,870
-133,584
233
$16.8M 0.07%
387,811
-1,483,745
234
$16.7M 0.07%
129,291
-706,624
235
$16.6M 0.07%
112,973
+82,167
236
$16.4M 0.06%
761,184
-1,216,248
237
$16.1M 0.06%
490,068
-931,003
238
$15.9M 0.06%
412,658
+67,112
239
$15.8M 0.06%
555,234
-91,222
240
$15.7M 0.06%
517,515
-29,367
241
$15.7M 0.06%
229,343
+127,210
242
$15.5M 0.06%
424,851
-191,087
243
$15.5M 0.06%
37,688
-28,834
244
$15.4M 0.06%
192,694
-266,704
245
$15.3M 0.06%
1,218,519
-44,037
246
$15.3M 0.06%
511,809
+263,079
247
$14.8M 0.06%
487,630
-451,270
248
$14.8M 0.06%
402,085
-20,327
249
$14.7M 0.06%
358,108
-31,910
250
$14.7M 0.06%
33,790
-822
8 9
10
11 12