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
751
$1.03M ﹤0.01%
+8,047
752
$1.02M ﹤0.01%
13,740
+5,707
753
$1.02M ﹤0.01%
64,061
-9,282
754
$1.02M ﹤0.01%
136,848
+23,613
755
$1M ﹤0.01%
5,567
-11,665
756
$1M ﹤0.01%
+3,056
757
$1,000K ﹤0.01%
1,320,265
-96,031
758
$999K ﹤0.01%
25,797
-9
759
$995K ﹤0.01%
857,582
+508,617
760
$981K ﹤0.01%
8,790
761
$978K ﹤0.01%
+18,790
762
$970K ﹤0.01%
7,388
-47,372
763
$947K ﹤0.01%
42,148
-3,216
764
$944K ﹤0.01%
56,886
-94
765
$942K ﹤0.01%
115,145
-18,878
766
$940K ﹤0.01%
7,667
+477
767
$934K ﹤0.01%
21,647
+1,376
768
$932K ﹤0.01%
247,252
+169,267
769
$925K ﹤0.01%
136,041
-48,303
770
$920K ﹤0.01%
+6,285
771
$917K ﹤0.01%
109,245
+4,334
772
$914K ﹤0.01%
19,423
+143
773
$906K ﹤0.01%
192,663
-49,153
774
$903K ﹤0.01%
136,362
+27,147
775
$900K ﹤0.01%
+136,568
29 30
31
32 33