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
451
$2.56M 0.04%
133,656
-10,300
452
$2.56M 0.04%
130,396
+3,700
453
$2.53M 0.04%
158,052
+21,500
454
$2.53M 0.04%
33,160
-11,640
455
$2.53M 0.04%
146,349
+51,245
456
$2.53M 0.04%
180,054
-1,300
457
$2.51M 0.04%
61,838
-7,800
458
$2.5M 0.04%
92,839
-47,271
459
$2.49M 0.04%
30,114
-63,180
460
$2.48M 0.04%
63,485
-9,898
461
$2.48M 0.04%
231,540
+65,300
462
$2.46M 0.04%
11,151
+5,481
463
$2.45M 0.04%
60,017
-14,750
464
$2.42M 0.04%
+45,130
465
$2.42M 0.04%
42,260
-490
466
$2.4M 0.04%
20,158
467
$2.39M 0.04%
143,474
-10,617
468
$2.39M 0.04%
59,321
-29,470
469
$2.37M 0.04%
120,601
+62,907
470
$2.37M 0.04%
12,728
+2,890
471
$2.35M 0.04%
+98,500
472
$2.34M 0.04%
47,130
-3,030
473
$2.34M 0.04%
46,410
+13,310
474
$2.34M 0.04%
20,830
+16,930
475
$2.31M 0.04%
544,605
+5,200
17 18
19
20 21