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
451
$4.63M 0.02%
329,553
452
$4.61M 0.02%
1,021,855
-14,508
453
$4.6M 0.02%
46,177
+8,616
454
$4.57M 0.02%
212,621
-10,937
455
$4.52M 0.02%
66,048
-2,904
456
$4.5M 0.02%
61,378
-9,140
457
$4.49M 0.02%
181,992
-4,524
458
$4.48M 0.02%
292,904
-72,082
459
$4.47M 0.02%
64,449
-70,373
460
$4.45M 0.02%
56,928
-79,420
461
$4.41M 0.02%
141,059
-26,502
462
$4.41M 0.02%
2,654,899
+922,609
463
$4.39M 0.02%
1,205,128
-374,227
464
$4.36M 0.02%
503,305
+104,269
465
$4.36M 0.02%
505,041
-20,446
466
$4.35M 0.02%
47,724
-44,839
467
$4.34M 0.02%
+30,986
468
$4.31M 0.02%
32,557
+358
469
$4.31M 0.02%
859,903
+392,898
470
$4.31M 0.02%
108,262
-7,199
471
$4.28M 0.02%
216,355
-1,681
472
$4.26M 0.02%
526,406
+391,949
473
$4.25M 0.02%
89,296
-23,463
474
$4.23M 0.02%
123,730
-575
475
$4.22M 0.02%
+1,836,173
17 18
19
20 21