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
551
$1.57M 0.02%
91,500
-332,254
552
$1.56M 0.02%
39,731
553
$1.56M 0.02%
19,550
+6,200
554
$1.55M 0.02%
72,427
555
$1.55M 0.02%
29,930
-1,230
556
$1.55M 0.02%
16,680
-22,920
557
$1.52M 0.02%
+118,154
558
$1.52M 0.02%
255,292
+9,791
559
$1.52M 0.02%
29,080
-410
560
$1.52M 0.02%
20,560
+2,060
561
$1.52M 0.02%
49,277
-43,659
562
$1.51M 0.02%
+110,800
563
$1.51M 0.02%
+42,600
564
$1.5M 0.02%
16,470
-1,200
565
$1.5M 0.02%
33,254
566
$1.5M 0.02%
+20,050
567
$1.49M 0.02%
87,837
-5,100
568
$1.49M 0.02%
27,174
+10,676
569
$1.49M 0.02%
31,358
+1,300
570
$1.48M 0.02%
79,370
-4,330
571
$1.48M 0.02%
57,873
+14,600
572
$1.47M 0.02%
59,838
-1,090
573
$1.47M 0.02%
370,632
+9,200
574
$1.47M 0.02%
12,677
-16,043
575
$1.46M 0.02%
71,479
-151,903
21 22
23
24 25