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
701
$846K 0.01%
131,300
+68,100
702
$841K 0.01%
+40,945
703
$837K 0.01%
27,535
-6,688
704
$831K 0.01%
28,766
+6,588
705
$829K 0.01%
+53,100
706
$823K 0.01%
5,307
-5,274
707
$815K 0.01%
21,850
+1,340
708
$814K 0.01%
5,337
-150
709
$812K 0.01%
+16,515
710
$800K 0.01%
45,000
-2,900
711
$795K 0.01%
22,900
-530
712
$794K 0.01%
28,194
+800
713
$790K 0.01%
50,170
+25,660
714
$787K 0.01%
41,300
+6,410
715
$786K 0.01%
34,381
+10,780
716
$783K 0.01%
+7,666
717
$780K 0.01%
32,090
+500
718
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719
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14,340
-4,200
720
$771K 0.01%
31,634
-40,775
721
$768K 0.01%
19,057
-9,176
722
$756K 0.01%
27,730
-1,470
723
$746K 0.01%
+26,937
724
$746K 0.01%
27,362
-42,077
725
$743K 0.01%
+20,325
27 28
29
30 31