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
376
$6.71M 0.03%
21,528
+16,675
377
$6.69M 0.03%
478,507
-78,652
378
$6.67M 0.03%
31,931
-3,026
379
$6.56M 0.03%
805,305
-166,852
380
$6.51M 0.03%
29,049
-27,277
381
$6.44M 0.03%
495,291
+351,150
382
$6.39M 0.03%
506,342
+99,549
383
$6.39M 0.03%
743,342
-12,987
384
$6.37M 0.03%
1,103,362
-440,751
385
$6.34M 0.02%
748,113
+430,457
386
$6.33M 0.02%
18,774
+2,278
387
$6.26M 0.02%
244,980
-48,763
388
$6.19M 0.02%
564,310
+69,727
389
$6.14M 0.02%
741,293
-1,202,378
390
$6.13M 0.02%
65,487
+6,282
391
$6.13M 0.02%
166,768
-145,707
392
$6.11M 0.02%
368,688
-19,283
393
$6.1M 0.02%
304,880
+26,546
394
$6.07M 0.02%
163,107
-3,742
395
$6.05M 0.02%
726,629
+189,274
396
$6.04M 0.02%
117,543
+33,962
397
$5.96M 0.02%
+271,055
398
$5.82M 0.02%
1,427,088
-16,697
399
$5.8M 0.02%
1,549,890
-479,429
400
$5.77M 0.02%
122,178
-586
14 15
16
17 18