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
476
$2.31M 0.04%
64,380
-7,930
477
$2.31M 0.04%
126,690
-490,620
478
$2.31M 0.04%
46,369
+8,560
479
$2.3M 0.04%
+51,890
480
$2.26M 0.04%
68,400
-400
481
$2.24M 0.04%
77,236
+1,290
482
$2.24M 0.04%
95,311
+18,321
483
$2.23M 0.04%
+138,800
484
$2.23M 0.04%
18,230
-1,550
485
$2.23M 0.04%
114,160
+73,560
486
$2.22M 0.03%
67,189
+1,400
487
$2.22M 0.03%
211,225
-110,476
488
$2.22M 0.03%
52,600
-24,270
489
$2.21M 0.03%
+76,514
490
$2.2M 0.03%
86,388
+2,010
491
$2.2M 0.03%
225,864
+42,530
492
$2.16M 0.03%
93,773
+54,235
493
$2.16M 0.03%
78,190
+39,180
494
$2.15M 0.03%
53,150
+1,570
495
$2.15M 0.03%
45,374
496
$2.12M 0.03%
20,780
+1,220
497
$2.11M 0.03%
+35,138
498
$2.11M 0.03%
150,008
+7,700
499
$2.09M 0.03%
+21,410
500
$2.09M 0.03%
30,515
-5,230
18 19
20
21 22