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
401
$3.18M 0.05%
21,085
-820
402
$3.17M 0.05%
50,140
+15,990
403
$3.16M 0.05%
71,250
+10,580
404
$3.14M 0.05%
146,472
-129,833
405
$3.12M 0.05%
408,079
-3,800
406
$3.12M 0.05%
43,472
+4,022
407
$3.1M 0.05%
192,784
+113,616
408
$3.1M 0.05%
168,513
+77,918
409
$3.08M 0.05%
149,170
+28,273
410
$3.07M 0.05%
76,298
-6,037
411
$3.06M 0.05%
103,020
+71,520
412
$3.06M 0.05%
184,606
+100,106
413
$3.02M 0.05%
57,380
-25,050
414
$3.02M 0.05%
144,598
+900
415
$3.01M 0.05%
54,453
+23,200
416
$3M 0.05%
18,836
-2,790
417
$2.98M 0.05%
85,267
-54,947
418
$2.97M 0.05%
76,460
-30,950
419
$2.97M 0.05%
16,221
+5,191
420
$2.97M 0.05%
35,670
+10,210
421
$2.95M 0.05%
38,918
-420
422
$2.95M 0.05%
662,640
+12,700
423
$2.94M 0.05%
76,755
+5,969
424
$2.91M 0.05%
24,550
-61,540
425
$2.9M 0.05%
+59,790
15 16
17
18 19