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
$5.84B
AUM Growth
-$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,022
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$43.6M
3
+$32.3M
4
BIIB icon
Biogen
BIIB
+$31.2M
5
CAT icon
Caterpillar
CAT
+$27.8M

Top Sells

1
+$39.2M
2
+$37M
3
+$34.7M
4
INTC icon
Intel
INTC
+$34.4M
5
V icon
Visa
V
+$30.4M

Sector Composition

1 Technology 19.43%
2 Healthcare 15.23%
3 Financials 14%
4 Industrials 10.73%
5 Consumer Discretionary 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$511K 0.01%
+3,066
602
$508K 0.01%
+6,694
603
$504K 0.01%
46,600
-65,401
604
$501K 0.01%
+20,230
605
$498K 0.01%
67,205
+23,150
606
$498K 0.01%
+5,600
607
$498K 0.01%
46,849
+25,949
608
$494K 0.01%
+74,000
609
$491K 0.01%
+3,490
610
$489K 0.01%
137,314
-116,335
611
$487K 0.01%
+19,000
612
$486K 0.01%
+55,400
613
$480K 0.01%
13,481
-5,300
614
$469K 0.01%
+32,459
615
$455K 0.01%
+4,034
616
$453K 0.01%
+33,644
617
$451K 0.01%
34,605
+23,600
618
$451K 0.01%
33,481
619
$450K 0.01%
+6,280
620
$448K 0.01%
+36,200
621
$446K 0.01%
+11,420
622
$445K 0.01%
28,200
-17,963
623
$443K 0.01%
6,810
-466,920
624
$435K 0.01%
+6,500
625
$435K 0.01%
+260,600
23 24
25
26 27