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
651
$1.72M 0.01%
94,868
+5,206
652
$1.71M 0.01%
10,943
-695
653
$1.7M 0.01%
51,045
+42,412
654
$1.7M 0.01%
18,632
655
$1.7M 0.01%
+820,504
656
$1.69M 0.01%
6,062
-222,753
657
$1.69M 0.01%
149,368
+79,499
658
$1.68M 0.01%
216,345
-195,806
659
$1.67M 0.01%
185,024
+57,846
660
$1.67M 0.01%
53,826
+5,880
661
$1.67M 0.01%
36,102
-111,074
662
$1.67M 0.01%
24,886
663
$1.63M 0.01%
312,408
-118,730
664
$1.62M 0.01%
13,157
665
$1.61M 0.01%
1,259,278
+4,255
666
$1.6M 0.01%
463,023
-256,516
667
$1.59M 0.01%
292,120
+56,142
668
$1.59M 0.01%
12,625
-48,768
669
$1.58M 0.01%
333,794
-500,059
670
$1.57M 0.01%
420,705
-264,493
671
$1.56M 0.01%
+5,874
672
$1.56M 0.01%
59,858
-11,060
673
$1.56M 0.01%
16,095
-81
674
$1.56M 0.01%
43,239
+7,705
675
$1.53M 0.01%
34,508
+17,672
25 26
27
28 29