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
326
$4.55M 0.07%
84,314
+1,800
327
$4.5M 0.07%
476,791
+78,286
328
$4.49M 0.07%
197,821
+127,422
329
$4.49M 0.07%
82,844
+26,941
330
$4.47M 0.07%
44,870
-2,970
331
$4.46M 0.07%
248,578
+70,978
332
$4.37M 0.07%
251,676
+175,429
333
$4.32M 0.07%
59,370
+16,830
334
$4.32M 0.07%
660,869
+12,400
335
$4.31M 0.07%
23,140
-570
336
$4.31M 0.07%
+75,253
337
$4.25M 0.07%
+63,390
338
$4.24M 0.07%
87,842
+67,360
339
$4.24M 0.07%
166,090
-16,682
340
$4.24M 0.07%
296,973
-66,230
341
$4.23M 0.07%
65,882
-17,679
342
$4.2M 0.07%
65,891
+230
343
$4.17M 0.07%
176,699
-33,210
344
$4.17M 0.07%
112,439
+100
345
$4.16M 0.07%
+36,095
346
$4.16M 0.07%
128,470
-13,410
347
$4.11M 0.06%
68,650
-18,540
348
$4.1M 0.06%
42,933
+2,730
349
$4.09M 0.06%
224,356
+119,205
350
$4.08M 0.06%
171,126
+7,255
12 13
14
15 16