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
26
$34.8M 0.55%
209,507
+24,471
27
$34.4M 0.54%
310,706
-16,060
28
$34.3M 0.54%
2,745,065
+185,850
29
$33.6M 0.53%
369,398
+24,700
30
$33.5M 0.53%
361,486
+63,443
31
$33.2M 0.52%
396,616
-28,584
32
$32.6M 0.51%
468,400
+387,050
33
$31.7M 0.5%
400,472
+49,990
34
$31.6M 0.5%
1,330,164
+359,812
35
$31.5M 0.5%
1,470,307
-150,080
36
$31.4M 0.49%
592,547
+26,590
37
$31M 0.49%
182,480
+18,660
38
$30.9M 0.49%
331,949
+63,410
39
$30.8M 0.48%
218,425
+5,420
40
$30.6M 0.48%
1,346,966
-22,100
41
$30.3M 0.48%
693,999
-8,430
42
$30.3M 0.48%
458,585
-16,580
43
$30M 0.47%
87,794
+1,588
44
$30M 0.47%
654,801
-16,850
45
$29.6M 0.47%
68,916
+2,649
46
$28.8M 0.45%
172,800
-1,110
47
$28.8M 0.45%
492,331
+28,417
48
$28.7M 0.45%
2,588,596
-30,900
49
$28.5M 0.45%
311,792
-66,628
50
$28.1M 0.44%
163,000
+5,170
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