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
$7.05B
AUM Growth
+$688M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,149
New
Increased
Reduced
Closed

Top Buys

1
+$40.4M
2
+$35M
3
+$34.6M
4
PSX icon
Phillips 66
PSX
+$33.1M
5
MA icon
Mastercard
MA
+$32.3M

Top Sells

1
+$31.7M
2
+$27.3M
3
+$21.6M
4
JPM icon
JPMorgan Chase
JPM
+$21M
5
MRVL icon
Marvell Technology
MRVL
+$20.2M

Sector Composition

1 Technology 20.29%
2 Financials 17.18%
3 Consumer Discretionary 12.24%
4 Industrials 11.59%
5 Healthcare 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1.95M 0.03%
212,115
+68,249
527
$1.94M 0.03%
85,627
+13,200
528
$1.94M 0.03%
76,343
-235,323
529
$1.92M 0.03%
203,207
-22,657
530
$1.89M 0.03%
47,087
-12,930
531
$1.89M 0.03%
22,680
-10,580
532
$1.88M 0.03%
240,101
+68,924
533
$1.88M 0.03%
+73,148
534
$1.87M 0.03%
21,450
+1,400
535
$1.85M 0.03%
+60,733
536
$1.85M 0.03%
173,330
+2,223
537
$1.84M 0.03%
41,244
+7,990
538
$1.84M 0.03%
21,312
-14,358
539
$1.83M 0.03%
243,947
-11,345
540
$1.83M 0.03%
+21,560
541
$1.82M 0.03%
145,853
+27,625
542
$1.81M 0.03%
65,917
+21,125
543
$1.79M 0.03%
50,330
-288,100
544
$1.76M 0.03%
47,860
+8,424
545
$1.75M 0.02%
107,505
-10,649
546
$1.73M 0.02%
55,522
+6,245
547
$1.72M 0.02%
+11,362
548
$1.72M 0.02%
41,973
+10,615
549
$1.7M 0.02%
46,955
+8,324
550
$1.69M 0.02%
138,813
-143,309
20 21
22
23 24