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
301
$5.09M 0.08%
197,180
-36,930
302
$5.05M 0.08%
43,420
-23,300
303
$5.04M 0.08%
211,192
+106,880
304
$5M 0.08%
116,240
+108,580
305
$5M 0.08%
55,701
-3,170
306
$4.98M 0.08%
12,181
-13,192
307
$4.97M 0.08%
67,251
-248,744
308
$4.93M 0.08%
204,084
+55,248
309
$4.91M 0.08%
168,067
-87,350
310
$4.87M 0.08%
66,027
+4,643
311
$4.86M 0.08%
125,092
-103,802
312
$4.84M 0.08%
98,580
-48,820
313
$4.82M 0.08%
264,475
+47,770
314
$4.79M 0.08%
77,180
-17,350
315
$4.79M 0.08%
169,641
+113,844
316
$4.78M 0.08%
215,078
+630
317
$4.77M 0.07%
270,730
+122,230
318
$4.76M 0.07%
110,612
+79,636
319
$4.75M 0.07%
190,130
+82,720
320
$4.73M 0.07%
35,490
+22,220
321
$4.72M 0.07%
37,800
-120,230
322
$4.71M 0.07%
157,426
+3,800
323
$4.63M 0.07%
40,760
+9,770
324
$4.58M 0.07%
218,325
+45,251
325
$4.57M 0.07%
57,880
-4,350
11 12
13
14 15