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
776
$551K 0.01%
+4,200
777
$548K 0.01%
6,500
-4,730
778
$545K 0.01%
25,000
+500
779
$543K 0.01%
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780
$540K 0.01%
6,673
-8,340
781
$534K 0.01%
+2,570
782
$529K 0.01%
94,512
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783
$526K 0.01%
23,360
+4,800
784
$525K 0.01%
7,670
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785
$523K 0.01%
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786
$521K 0.01%
4,310
-11,894
787
$518K 0.01%
18,631
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788
$513K 0.01%
22,592
-272,858
789
$512K 0.01%
+18,269
790
$510K 0.01%
40,032
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791
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795
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31,000
796
$499K 0.01%
13,620
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$499K 0.01%
48,900
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798
$497K 0.01%
+5,390
799
$496K 0.01%
67,547
-40,680
800
$495K 0.01%
31,744
+5,078
30 31
32
33 34