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
$6.36B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,175
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$22.7M
3
+$20.3M
4
EG icon
Everest Group
EG
+$18.9M
5
LKQ icon
LKQ Corp
LKQ
+$16.2M

Top Sells

1
+$36M
2
+$29.5M
3
+$17.8M
4
BAX icon
Baxter International
BAX
+$17.5M
5
AAPL icon
Apple
AAPL
+$17.2M

Sector Composition

1 Technology 19.46%
2 Financials 17.64%
3 Consumer Discretionary 12.58%
4 Industrials 11.96%
5 Healthcare 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2.07M 0.03%
136,659
+9,910
502
$2.07M 0.03%
24,045
+4,810
503
$2.06M 0.03%
72,540
+43,240
504
$2.06M 0.03%
+28,050
505
$2.06M 0.03%
48,250
+2,100
506
$2.05M 0.03%
171,107
+81,463
507
$2.05M 0.03%
197,975
+61,511
508
$2.05M 0.03%
58,266
-23,458
509
$2.03M 0.03%
35,200
-3,120
510
$2M 0.03%
60,620
-29,750
511
$1.98M 0.03%
21,020
+18,220
512
$1.98M 0.03%
39,390
+5,220
513
$1.97M 0.03%
378,225
+2,225
514
$1.95M 0.03%
1,206,272
+568,632
515
$1.95M 0.03%
28,690
+290
516
$1.94M 0.03%
78,726
-23,362
517
$1.93M 0.03%
+12,750
518
$1.92M 0.03%
51,151
+5,300
519
$1.91M 0.03%
+36,958
520
$1.91M 0.03%
152,968
-292,681
521
$1.9M 0.03%
+25,188
522
$1.9M 0.03%
60,554
+8,400
523
$1.9M 0.03%
134,035
+180
524
$1.88M 0.03%
84,701
+43,100
525
$1.84M 0.03%
+7,900
19 20
21
22 23