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
601
$1.27M 0.02%
173,192
+14,600
602
$1.27M 0.02%
+116,504
603
$1.27M 0.02%
13,090
+7,010
604
$1.27M 0.02%
26,670
+22,090
605
$1.26M 0.02%
90,095
+19,781
606
$1.26M 0.02%
24,705
+1,500
607
$1.24M 0.02%
46,384
+1,524
608
$1.24M 0.02%
3,749
-229
609
$1.24M 0.02%
+83,254
610
$1.24M 0.02%
26,664
+300
611
$1.23M 0.02%
38,631
+2,100
612
$1.23M 0.02%
86,506
+31,700
613
$1.23M 0.02%
92,888
-8,519
614
$1.23M 0.02%
+70,900
615
$1.22M 0.02%
+37,460
616
$1.21M 0.02%
+38,530
617
$1.2M 0.02%
84,459
+2,500
618
$1.2M 0.02%
6,974
+2,540
619
$1.19M 0.02%
20,870
+8,180
620
$1.19M 0.02%
39,461
+3,400
621
$1.19M 0.02%
54,790
+8,390
622
$1.19M 0.02%
+50,080
623
$1.19M 0.02%
149,013
+34,000
624
$1.18M 0.02%
34,526
-19,392
625
$1.18M 0.02%
+186,290
23 24
25
26 27