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
51
$27.9M 0.44%
708,839
-48,560
52
$27.9M 0.44%
339,803
+17,749
53
$27.5M 0.43%
161,778
+7,162
54
$27.4M 0.43%
574,082
+56,210
55
$26.9M 0.42%
440,231
-65,860
56
$26.9M 0.42%
383,260
-16,490
57
$26.6M 0.42%
685,066
+19,430
58
$26.6M 0.42%
438,300
+19,800
59
$26.5M 0.42%
283,428
+6,371
60
$25.8M 0.4%
593,420
-6,090
61
$25.6M 0.4%
327,935
+5,240
62
$25.6M 0.4%
244,349
+18,390
63
$25.5M 0.4%
553,438
-21,317
64
$25.3M 0.4%
923,807
+46,590
65
$25M 0.39%
6,149,076
-728,700
66
$24.8M 0.39%
356,404
-6,900
67
$24.7M 0.39%
290,061
+22,940
68
$24.5M 0.39%
142,021
+1,290
69
$24.4M 0.38%
182,945
+5,800
70
$24.3M 0.38%
198,406
+6,570
71
$24.1M 0.38%
369,750
+297,920
72
$23.9M 0.38%
277,317
+12,440
73
$23.7M 0.37%
248,840
-12,660
74
$23.3M 0.37%
235,436
-1,200
75
$23.3M 0.37%
476,303
+105,250
1 2
3
4 5