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
626
$1.18M 0.02%
44,085
-9,526
627
$1.18M 0.02%
246,916
-27,179
628
$1.17M 0.02%
6,252
-4,740
629
$1.17M 0.02%
+15,070
630
$1.16M 0.02%
96,466
-151,767
631
$1.16M 0.02%
23,500
632
$1.14M 0.02%
+55,400
633
$1.14M 0.02%
49,683
-22,900
634
$1.14M 0.02%
7,520
-63,951
635
$1.13M 0.02%
67,560
-20,200
636
$1.12M 0.02%
+20,627
637
$1.12M 0.02%
26,760
+14,520
638
$1.11M 0.02%
47,000
-39,400
639
$1.11M 0.02%
+25,300
640
$1.11M 0.02%
24,500
+160
641
$1.11M 0.02%
22,081
-21,539
642
$1.1M 0.02%
173,247
-38,417
643
$1.1M 0.02%
30,180
+1,900
644
$1.1M 0.02%
31,532
+2,010
645
$1.1M 0.02%
25,289
-4,305
646
$1.09M 0.02%
13,258
+125
647
$1.09M 0.02%
52,528
-53,027
648
$1.08M 0.02%
77,056
-10,400
649
$1.08M 0.02%
21,595
-592
650
$1.08M 0.02%
48,949
-3,401
24 25
26
27 28