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

Top Buys

1
+$25.8M
2
+$22.7M
3
+$20.3M
4
EG icon
Everest Group
EG
+$18.9M
5
LKQ icon
LKQ Corp
LKQ
+$16.2M

Top Sells

1
+$36M
2
+$29.5M
3
+$17.8M
4
BAX icon
Baxter International
BAX
+$17.5M
5
AAPL icon
Apple
AAPL
+$17.2M

Sector Composition

1 Technology 19.46%
2 Financials 17.64%
3 Consumer Discretionary 12.58%
4 Industrials 11.96%
5 Healthcare 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$6.38M 0.1%
81,563
-27,270
252
$6.37M 0.1%
103,852
+28,192
253
$6.33M 0.1%
280,267
-112,977
254
$6.15M 0.1%
121,960
-290
255
$6.12M 0.1%
263,370
+800
256
$6.12M 0.1%
111,740
+1,430
257
$6.07M 0.1%
106,482
+3,000
258
$6.07M 0.1%
45,610
-25,390
259
$6.06M 0.1%
944,777
-126,479
260
$5.94M 0.09%
54,850
+12,310
261
$5.91M 0.09%
308,560
-15,064
262
$5.91M 0.09%
228,337
+33,050
263
$5.89M 0.09%
216,393
+3,690
264
$5.85M 0.09%
281,443
+148,730
265
$5.84M 0.09%
149,090
-6,460
266
$5.82M 0.09%
146,504
+2,281
267
$5.8M 0.09%
103,010
+69,080
268
$5.74M 0.09%
132,588
-163,550
269
$5.73M 0.09%
134,610
-20,230
270
$5.67M 0.09%
201,180
+128,800
271
$5.67M 0.09%
72,632
-32,120
272
$5.64M 0.09%
56,117
-27,889
273
$5.64M 0.09%
156,587
-12,523
274
$5.62M 0.09%
+192,460
275
$5.59M 0.09%
98,343
+19,951
9 10
11
12 13