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
276
$5.56M 0.09%
174,872
+3,250
277
$5.53M 0.09%
97,891
+6,100
278
$5.51M 0.09%
63,114
-13,030
279
$5.51M 0.09%
137,127
+36,480
280
$5.5M 0.09%
308,147
-10,582
281
$5.5M 0.09%
133,565
+129,955
282
$5.49M 0.09%
124,820
-182,610
283
$5.45M 0.09%
88,050
+5,840
284
$5.43M 0.09%
240,496
+26,332
285
$5.43M 0.09%
365,759
+7,200
286
$5.43M 0.09%
+221,893
287
$5.43M 0.09%
52,960
+13,120
288
$5.38M 0.08%
1,813
-2,453
289
$5.37M 0.08%
220,140
+66,747
290
$5.36M 0.08%
+411,242
291
$5.35M 0.08%
16,903
-2,028
292
$5.33M 0.08%
75,797
+37,977
293
$5.3M 0.08%
181,848
+2,200
294
$5.27M 0.08%
312,630
+57,890
295
$5.27M 0.08%
136,518
+3,160
296
$5.21M 0.08%
187,308
+118,961
297
$5.2M 0.08%
146,703
+40,569
298
$5.14M 0.08%
65,925
-16,728
299
$5.13M 0.08%
266,252
-46,260
300
$5.1M 0.08%
640,447
+10,600
10 11
12
13 14