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
526
$1.84M 0.03%
158,890
+13,100
527
$1.84M 0.03%
+35,002
528
$1.82M 0.03%
+40,970
529
$1.82M 0.03%
41,659
+3,850
530
$1.82M 0.03%
+118,228
531
$1.81M 0.03%
+83,536
532
$1.8M 0.03%
5,080
533
$1.8M 0.03%
135,976
+16,486
534
$1.76M 0.03%
202,223
+31,300
535
$1.73M 0.03%
69,164
+8,121
536
$1.71M 0.03%
109,237
+82,437
537
$1.7M 0.03%
48,729
-2,180
538
$1.69M 0.03%
68,700
-289,873
539
$1.67M 0.03%
91,400
+17,870
540
$1.64M 0.03%
+47,320
541
$1.63M 0.03%
+12,300
542
$1.62M 0.03%
23,119
+17,514
543
$1.62M 0.03%
96,357
+3,000
544
$1.61M 0.03%
+45,570
545
$1.6M 0.03%
103,054
+35,038
546
$1.59M 0.02%
39,252
+1,680
547
$1.58M 0.02%
88,400
-700
548
$1.58M 0.02%
23,545
-5,950
549
$1.57M 0.02%
197
+30
550
$1.57M 0.02%
48,096
20 21
22
23 24