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
676
$1.53M 0.01%
18,105
677
$1.5M 0.01%
92,586
-9,779
678
$1.5M 0.01%
+51,320
679
$1.5M 0.01%
35,351
680
$1.49M 0.01%
37,837
-86
681
$1.49M 0.01%
16,332
+7,877
682
$1.49M 0.01%
158,940
+9,164
683
$1.48M 0.01%
220,736
+9,863
684
$1.45M 0.01%
192,070
-74,698
685
$1.45M 0.01%
205,654
+18,606
686
$1.45M 0.01%
32,453
+858
687
$1.44M 0.01%
102,898
-140,167
688
$1.43M 0.01%
335,064
-1,187,280
689
$1.42M 0.01%
16,174
-16
690
$1.42M 0.01%
439,922
-104,177
691
$1.4M 0.01%
123,482
-233,766
692
$1.4M 0.01%
19,670
693
$1.37M 0.01%
48,400
+1,965
694
$1.37M 0.01%
+33,631
695
$1.36M 0.01%
347,400
-87,583
696
$1.36M 0.01%
1,213,736
-989,587
697
$1.35M 0.01%
29,754
-2,952
698
$1.34M 0.01%
33,183
+880
699
$1.34M 0.01%
1,091,564
+809,300
700
$1.33M 0.01%
208,973
+12,589
26 27
28
29 30