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
$25.5B
AUM Growth
+$295M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$287M
2
+$191M
3
+$177M
4
FTNT icon
Fortinet
FTNT
+$176M
5
GM icon
General Motors
GM
+$164M

Top Sells

1
+$308M
2
+$208M
3
+$198M
4
AAPL icon
Apple
AAPL
+$194M
5
SPOT icon
Spotify
SPOT
+$166M

Sector Composition

1 Technology 31.58%
2 Industrials 13.26%
3 Financials 13.04%
4 Consumer Discretionary 12.88%
5 Healthcare 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1.92M 0.01%
+1,105,524
627
$1.91M 0.01%
16,934
-80,956
628
$1.9M 0.01%
45,082
+5,083
629
$1.87M 0.01%
156,560
+5,564
630
$1.87M 0.01%
20,497
-15,672
631
$1.86M 0.01%
266,224
-28,148
632
$1.85M 0.01%
22,056
-4,136
633
$1.85M 0.01%
1,322,882
-11,150
634
$1.85M 0.01%
46,543
-1,810
635
$1.85M 0.01%
10,758
-6,988
636
$1.84M 0.01%
+120,488
637
$1.83M 0.01%
91,246
-28,139
638
$1.83M 0.01%
132,632
-20,880
639
$1.81M 0.01%
25,100
-790,694
640
$1.8M 0.01%
+86,430
641
$1.79M 0.01%
223,928
+14,147
642
$1.79M 0.01%
78,270
+33,638
643
$1.78M 0.01%
+568,915
644
$1.77M 0.01%
40,554
-16,480
645
$1.77M 0.01%
219,638
+84,357
646
$1.76M 0.01%
379,134
-53,505
647
$1.75M 0.01%
99,132
-2,075
648
$1.74M 0.01%
59,491
-1,551
649
$1.73M 0.01%
61,871
-65
650
$1.73M 0.01%
432,097
+16,829
24 25
26
27 28