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
701
$1.33M 0.01%
21,593
702
$1.33M 0.01%
161,235
+61,385
703
$1.33M 0.01%
113,997
-35,913
704
$1.33M 0.01%
72,690
-19,266
705
$1.32M 0.01%
81,556
-150,064
706
$1.32M 0.01%
9,163
707
$1.32M 0.01%
10,058
-7,803
708
$1.31M 0.01%
161,792
+31,021
709
$1.31M 0.01%
80,305
-7,361
710
$1.31M 0.01%
+25,208
711
$1.3M 0.01%
176,242
+133,432
712
$1.29M 0.01%
42,470
+2,939
713
$1.27M 0.01%
106,907
-5,054
714
$1.26M 0.01%
119,338
-16,941
715
$1.25M ﹤0.01%
33,391
-72,652
716
$1.24M ﹤0.01%
68,384
+31,264
717
$1.24M ﹤0.01%
284,407
+56,087
718
$1.24M ﹤0.01%
39,612
-57
719
$1.23M ﹤0.01%
20,247
720
$1.22M ﹤0.01%
51,629
+8,098
721
$1.22M ﹤0.01%
1,004,798
+339,447
722
$1.21M ﹤0.01%
956,980
-485,141
723
$1.2M ﹤0.01%
+6,351
724
$1.2M ﹤0.01%
+68,255
725
$1.19M ﹤0.01%
14,926
+10,851
27 28
29
30 31