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
501
$3.83M 0.02%
148,240
-52,289
502
$3.79M 0.01%
+47,581
503
$3.78M 0.01%
395,299
+93,498
504
$3.78M 0.01%
117,523
-1,843
505
$3.74M 0.01%
115,439
+4,501
506
$3.73M 0.01%
48,232
-2,039
507
$3.73M 0.01%
123,697
-278,591
508
$3.71M 0.01%
245,047
509
$3.68M 0.01%
569,877
+19,213
510
$3.67M 0.01%
+74,761
511
$3.65M 0.01%
179,033
+105,423
512
$3.65M 0.01%
80,807
-263,310
513
$3.64M 0.01%
80,088
-6,291
514
$3.63M 0.01%
124,838
+8,443
515
$3.61M 0.01%
1,027,073
+299,648
516
$3.59M 0.01%
+103,724
517
$3.59M 0.01%
+45,975
518
$3.55M 0.01%
116,148
-7,999
519
$3.53M 0.01%
77,283
-1,566
520
$3.53M 0.01%
15,296
-244
521
$3.52M 0.01%
26,706
-1,220
522
$3.51M 0.01%
+218,846
523
$3.47M 0.01%
513,190
+203,434
524
$3.46M 0.01%
276,935
+193,380
525
$3.45M 0.01%
14,673
-70,079
19 20
21
22 23