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
576
$1.49M 0.02%
35,098
+11,400
577
$1.48M 0.02%
35,931
+9,267
578
$1.47M 0.02%
160,023
-13,169
579
$1.46M 0.02%
+31,012
580
$1.44M 0.02%
37,154
+9,792
581
$1.44M 0.02%
80,010
-315
582
$1.44M 0.02%
349,281
-21,351
583
$1.43M 0.02%
+48,405
584
$1.42M 0.02%
101,957
+71,880
585
$1.41M 0.02%
28,000
+3,500
586
$1.4M 0.02%
190,270
+17,023
587
$1.39M 0.02%
95,364
+12,110
588
$1.38M 0.02%
119,906
-14,630
589
$1.37M 0.02%
+10,500
590
$1.37M 0.02%
125,300
+22,100
591
$1.36M 0.02%
24,670
+3,800
592
$1.36M 0.02%
8,994
+3,657
593
$1.36M 0.02%
82,211
+15,155
594
$1.36M 0.02%
108,881
+31,825
595
$1.35M 0.02%
71,400
-65,259
596
$1.35M 0.02%
66,513
+9,572
597
$1.34M 0.02%
+19,240
598
$1.33M 0.02%
24,349
-2,321
599
$1.32M 0.02%
+23,820
600
$1.31M 0.02%
24,103
+4,376
22 23
24
25 26