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
$4.95B
AUM Growth
-$232M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,100
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$27.6M
3
+$23.2M
4
QCOM icon
Qualcomm
QCOM
+$22.5M
5
CVX icon
Chevron
CVX
+$19.1M

Top Sells

1
+$41.2M
2
+$38.4M
3
+$37.2M
4
AMD icon
Advanced Micro Devices
AMD
+$26.7M
5
BMY icon
Bristol-Myers Squibb
BMY
+$25.2M

Sector Composition

1 Technology 20.09%
2 Financials 17.69%
3 Healthcare 13.21%
4 Industrials 12.28%
5 Consumer Discretionary 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$294K 0.01%
+2,180
727
$294K 0.01%
+29,150
728
$292K 0.01%
1,516
-1,391
729
$292K 0.01%
197,246
+86,440
730
$292K 0.01%
5,900
-13,858
731
$292K 0.01%
21,430
+6,030
732
$289K 0.01%
18,480
-800
733
$286K 0.01%
4,140
734
$286K 0.01%
+19,590
735
$285K 0.01%
+4,750
736
$283K 0.01%
1,224
737
$283K 0.01%
2,354
+1,507
738
$278K 0.01%
+3,230
739
$276K 0.01%
60,704
-33,278
740
$269K 0.01%
7,530
+400
741
$269K 0.01%
1,166
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742
$268K 0.01%
2,554
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743
$268K 0.01%
6,600
744
$266K 0.01%
+1,716
745
$266K 0.01%
+5,970
746
$266K 0.01%
8,540
-1,760
747
$264K 0.01%
271
-2,886
748
$263K 0.01%
96,863
-5,000
749
$257K 0.01%
4,800
-4,500
750
$256K 0.01%
+6,420
28 29
30
31 32