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
476
$4.21M 0.02%
494,590
+30,863
477
$4.21M 0.02%
693,154
+674,601
478
$4.19M 0.02%
880,103
+699,510
479
$4.19M 0.02%
309,910
+145,154
480
$4.18M 0.02%
+244,533
481
$4.17M 0.02%
+177,330
482
$4.17M 0.02%
+4,006
483
$4.13M 0.02%
829,098
+12,377
484
$4.13M 0.02%
52,141
-1,290,474
485
$4.12M 0.02%
51,279
+35,539
486
$4.1M 0.02%
521,667
-382,818
487
$4.09M 0.02%
7,221
-50,427
488
$4.09M 0.02%
864,053
+603,780
489
$4.04M 0.02%
149,751
-3,235
490
$4.04M 0.02%
215,633
-2,143
491
$4.02M 0.02%
181,196
-163,788
492
$4M 0.02%
262,467
-23,068
493
$3.99M 0.02%
798,790
+76,200
494
$3.97M 0.02%
165,033
-32,319
495
$3.93M 0.02%
5,558
-7,486
496
$3.9M 0.02%
7,568,016
+5,096,103
497
$3.89M 0.02%
+70,651
498
$3.85M 0.02%
50,251
-7,506
499
$3.85M 0.02%
756,231
+471,412
500
$3.85M 0.02%
118,011
-263
18 19
20
21 22