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
526
$3.45M 0.01%
761,487
-13,080
527
$3.44M 0.01%
34,761
-107,158
528
$3.44M 0.01%
313,536
+174,622
529
$3.44M 0.01%
190,674
-8,586
530
$3.42M 0.01%
381,480
+104,621
531
$3.39M 0.01%
52,079
-15,447
532
$3.37M 0.01%
+185,928
533
$3.33M 0.01%
+522,288
534
$3.32M 0.01%
348,883
+99,366
535
$3.32M 0.01%
101,314
+75,335
536
$3.32M 0.01%
115,550
-12,507
537
$3.25M 0.01%
357,838
-83,974
538
$3.21M 0.01%
+92,899
539
$3.2M 0.01%
316,670
+176,518
540
$3.18M 0.01%
1,061,391
-229,163
541
$3.15M 0.01%
251,083
-185,453
542
$3.15M 0.01%
49,210
+28,456
543
$3.15M 0.01%
58,050
-3,352
544
$3.13M 0.01%
116,924
-379
545
$3.12M 0.01%
174,746
+2,412
546
$3.11M 0.01%
25,006
-902
547
$3.1M 0.01%
51,217
+20,940
548
$3.07M 0.01%
33,793
-174,563
549
$3.07M 0.01%
33,115
-3,511
550
$3.02M 0.01%
270,978
+206,748
20 21
22
23 24