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
726
$737K 0.01%
+22,953
727
$734K 0.01%
88,398
+9,598
728
$734K 0.01%
13,380
+700
729
$734K 0.01%
66,622
+2,700
730
$727K 0.01%
35,598
-14,878
731
$726K 0.01%
30,070
-22,980
732
$720K 0.01%
+12,814
733
$714K 0.01%
+217,100
734
$712K 0.01%
61,171
+21,842
735
$703K 0.01%
22,100
736
$702K 0.01%
18,770
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737
$695K 0.01%
43,990
+16,000
738
$694K 0.01%
21,095
-4,550
739
$693K 0.01%
18,200
-7,810
740
$693K 0.01%
128,408
+6,700
741
$685K 0.01%
55,018
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742
$684K 0.01%
101,575
743
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744
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65,470
-48,904
745
$681K 0.01%
26,810
746
$671K 0.01%
16,600
-760
747
$670K 0.01%
+20,371
748
$668K 0.01%
107,200
+85,200
749
$656K 0.01%
2,550
-410
750
$645K 0.01%
226,384
+2,100
28 29
30
31 32