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
301
$10.3M 0.04%
696,319
+451,194
302
$10.2M 0.04%
+62,015
303
$10.1M 0.04%
180,680
+43,289
304
$10.1M 0.04%
380,447
+123,966
305
$10M 0.04%
224,995
-158,986
306
$9.94M 0.04%
457,836
-48,609
307
$9.84M 0.04%
235,397
+25,828
308
$9.83M 0.04%
468,514
+23,735
309
$9.77M 0.04%
687,351
-317,484
310
$9.76M 0.04%
343,963
+11,255
311
$9.68M 0.04%
265,763
-47,368
312
$9.67M 0.04%
260,209
-16,240
313
$9.61M 0.04%
921,668
-23,502
314
$9.6M 0.04%
604,735
+300,514
315
$9.55M 0.04%
190,341
+67,601
316
$9.53M 0.04%
127,584
-28,922
317
$9.46M 0.04%
137,872
-44,514
318
$9.28M 0.04%
51,290
-372,041
319
$9.26M 0.04%
478,513
-3,853
320
$9.21M 0.04%
220,993
+36,331
321
$9.16M 0.04%
330,152
+50,122
322
$9.09M 0.04%
160,689
-28,464
323
$8.97M 0.04%
2,415
+2,254
324
$8.83M 0.03%
199,585
-135,890
325
$8.77M 0.03%
1,554,428
+742,486
11 12
13
14 15