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
551
$3.02M 0.01%
888,339
+179,857
552
$2.99M 0.01%
92,083
-168,458
553
$2.94M 0.01%
+11,405
554
$2.94M 0.01%
148,908
+11,949
555
$2.9M 0.01%
88,834
+2,152
556
$2.87M 0.01%
1,178,131
+107,878
557
$2.87M 0.01%
40,740
-68,829
558
$2.86M 0.01%
+438,854
559
$2.83M 0.01%
1,021,938
-297,272
560
$2.77M 0.01%
26,263
-1,194
561
$2.76M 0.01%
64,235
+1,483
562
$2.73M 0.01%
+164,179
563
$2.71M 0.01%
1,140,414
+63,147
564
$2.69M 0.01%
296,795
+267,110
565
$2.65M 0.01%
132,310
+16,745
566
$2.64M 0.01%
+148,201
567
$2.6M 0.01%
25,279
-2,994
568
$2.6M 0.01%
53,638
-70
569
$2.57M 0.01%
198,786
-7,162
570
$2.55M 0.01%
13,598
-4,186
571
$2.54M 0.01%
67,092
-460
572
$2.53M 0.01%
29,758
-49,005
573
$2.52M 0.01%
47,573
+118
574
$2.51M 0.01%
+17,691
575
$2.51M 0.01%
105,761
-67
21 22
23
24 25