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
376
$3.52M 0.06%
140,379
+83,498
377
$3.5M 0.06%
44,901
+13,757
378
$3.5M 0.06%
69,993
-4,220
379
$3.49M 0.05%
209,858
+40,200
380
$3.48M 0.05%
43,195
381
$3.48M 0.05%
141,929
-11,200
382
$3.44M 0.05%
265,850
-51,400
383
$3.43M 0.05%
77,420
+36,640
384
$3.43M 0.05%
125,018
+5,228
385
$3.43M 0.05%
+100,020
386
$3.42M 0.05%
209,190
+7,000
387
$3.42M 0.05%
834,339
+14,597
388
$3.38M 0.05%
282,122
+5,800
389
$3.38M 0.05%
26,456
-640
390
$3.38M 0.05%
249,890
+104,130
391
$3.38M 0.05%
84,698
-395
392
$3.33M 0.05%
52,943
-2,270
393
$3.32M 0.05%
3,666
-7,692
394
$3.31M 0.05%
180,196
-53,069
395
$3.3M 0.05%
161,688
-377,237
396
$3.25M 0.05%
79,487
-56,010
397
$3.24M 0.05%
+35,460
398
$3.24M 0.05%
86,455
+3,190
399
$3.2M 0.05%
11,095
-12,236
400
$3.2M 0.05%
87,533
-119,158
14 15
16
17 18