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
401
$5.76M 0.02%
17,674
-135,296
402
$5.76M 0.02%
434,481
+74,941
403
$5.76M 0.02%
112,334
-468,699
404
$5.73M 0.02%
110,265
-34,575
405
$5.71M 0.02%
+63,660
406
$5.69M 0.02%
35,034
-11,012
407
$5.68M 0.02%
+92,546
408
$5.66M 0.02%
483,640
-17,043
409
$5.63M 0.02%
103,071
-6,268
410
$5.58M 0.02%
87,688
-34,453
411
$5.55M 0.02%
81,652
+17,977
412
$5.51M 0.02%
68,205
+34,003
413
$5.5M 0.02%
85,592
-13,586
414
$5.43M 0.02%
424,615
+403,181
415
$5.39M 0.02%
+98,134
416
$5.39M 0.02%
61,834
-5,359
417
$5.37M 0.02%
92,952
-151,961
418
$5.36M 0.02%
161,981
+61,420
419
$5.34M 0.02%
48,623
-1,879
420
$5.33M 0.02%
6,843
-11,245
421
$5.31M 0.02%
353,167
-103,251
422
$5.31M 0.02%
581,753
-124,637
423
$5.31M 0.02%
61,375
-14,560
424
$5.25M 0.02%
24,059
+2,518
425
$5.17M 0.02%
108,339
-9,191
15 16
17
18 19