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
$6.36B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,175
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$22.7M
3
+$20.3M
4
EG icon
Everest Group
EG
+$18.9M
5
LKQ icon
LKQ Corp
LKQ
+$16.2M

Top Sells

1
+$36M
2
+$29.5M
3
+$17.8M
4
BAX icon
Baxter International
BAX
+$17.5M
5
AAPL icon
Apple
AAPL
+$17.2M

Sector Composition

1 Technology 19.46%
2 Financials 17.64%
3 Consumer Discretionary 12.58%
4 Industrials 11.96%
5 Healthcare 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$645K 0.01%
12,076
-684
752
$642K 0.01%
30,727
+900
753
$642K 0.01%
+39,900
754
$635K 0.01%
21,700
-19,756
755
$629K 0.01%
40,600
-600
756
$625K 0.01%
13,472
+1,500
757
$621K 0.01%
146,191
+61,791
758
$620K 0.01%
227,126
-192,718
759
$614K 0.01%
57,652
+36,741
760
$613K 0.01%
3,000
761
$606K 0.01%
23,050
762
$605K 0.01%
213,813
+62,413
763
$598K 0.01%
10,690
-87,582
764
$594K 0.01%
14,586
-16,290
765
$594K 0.01%
170,337
-72,500
766
$592K 0.01%
53,062
+8,100
767
$590K 0.01%
4,272
-454
768
$587K 0.01%
+17,120
769
$582K 0.01%
20,610
+800
770
$577K 0.01%
+28,408
771
$576K 0.01%
43,708
+28,000
772
$569K 0.01%
102,600
-78,893
773
$566K 0.01%
375,062
+80,371
774
$558K 0.01%
26,391
-4,511
775
$552K 0.01%
+4,132
29 30
31
32 33