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
651
$1.07M 0.02%
84,899
+22,218
652
$1.06M 0.02%
32,640
-25,011
653
$1.05M 0.02%
30,493
+1,120
654
$1.05M 0.02%
23,698
655
$1.05M 0.02%
21,050
-31,400
656
$1.04M 0.02%
+143,866
657
$1.04M 0.02%
+19,727
658
$1.03M 0.02%
+23,850
659
$1.03M 0.02%
4,053
+586
660
$1.02M 0.02%
+23,920
661
$1.02M 0.02%
8,291
+4,494
662
$1.02M 0.02%
+104,564
663
$1.01M 0.02%
+2,539
664
$995K 0.02%
918
-1,805
665
$987K 0.02%
14,770
+2,820
666
$985K 0.02%
8,900
-140
667
$983K 0.02%
30,842
+12,116
668
$981K 0.02%
45,580
-21,270
669
$970K 0.02%
41,700
-35,200
670
$970K 0.02%
71,550
+25,300
671
$968K 0.02%
12,500
-6,100
672
$955K 0.02%
56,580
-87,823
673
$952K 0.02%
16,100
+160
674
$951K 0.01%
24,470
675
$950K 0.01%
+12,410
25 26
27
28 29