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
576
$1.46M 0.02%
171,177
+9,600
577
$1.46M 0.02%
49,675
+5,900
578
$1.44M 0.02%
50,611
+3,340
579
$1.44M 0.02%
42,840
+800
580
$1.43M 0.02%
18,784
-15,512
581
$1.42M 0.02%
2,514
-341
582
$1.4M 0.02%
+69,825
583
$1.4M 0.02%
20,170
-3,080
584
$1.39M 0.02%
+134,536
585
$1.38M 0.02%
25,860
-61,180
586
$1.38M 0.02%
+39,436
587
$1.36M 0.02%
39,000
-19,785
588
$1.35M 0.02%
29,570
+18,940
589
$1.35M 0.02%
43,930
-500
590
$1.34M 0.02%
56,941
+39,151
591
$1.33M 0.02%
97,457
-97,774
592
$1.32M 0.02%
15,510
-28,940
593
$1.31M 0.02%
24,510
-4,100
594
$1.3M 0.02%
7,051
+4,879
595
$1.3M 0.02%
7,332
-150
596
$1.29M 0.02%
25,030
-4,800
597
$1.29M 0.02%
103,200
598
$1.29M 0.02%
44,792
-6,360
599
$1.28M 0.02%
+53,550
600
$1.28M 0.02%
+27,050
22 23
24
25 26