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
676
$948K 0.01%
30,572
-26,688
677
$948K 0.01%
+211,548
678
$947K 0.01%
16,160
+12,710
679
$939K 0.01%
67,056
+33,550
680
$938K 0.01%
8,540
+3,930
681
$937K 0.01%
+68,851
682
$920K 0.01%
14,040
683
$920K 0.01%
184,724
+147,904
684
$918K 0.01%
14,490
-145,286
685
$912K 0.01%
231,397
+167,717
686
$908K 0.01%
+1,820
687
$908K 0.01%
+39,000
688
$908K 0.01%
30,431
+500
689
$899K 0.01%
+11,810
690
$897K 0.01%
10,176
+2,292
691
$897K 0.01%
43,000
-4,200
692
$889K 0.01%
+12,040
693
$889K 0.01%
36,584
+2,300
694
$878K 0.01%
31,898
-4,900
695
$877K 0.01%
31,836
+10,691
696
$871K 0.01%
23,160
+8,230
697
$868K 0.01%
10,060
-2,879
698
$866K 0.01%
5,140
-90
699
$855K 0.01%
+6,090
700
$848K 0.01%
+6,714
26 27
28
29 30