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
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%
+18,870
780
$540K 0.01%
6,673
-8,340
781
$534K 0.01%
+2,570
782
$529K 0.01%
94,512
-12,712
783
$526K 0.01%
23,360
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784
$525K 0.01%
7,670
+190
785
$523K 0.01%
+3,310
786
$521K 0.01%
4,310
-11,894
787
$518K 0.01%
18,631
+560
788
$513K 0.01%
22,592
-272,858
789
$512K 0.01%
+18,269
790
$510K 0.01%
40,032
-1,620
791
$509K 0.01%
10,820
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$505K 0.01%
11,510
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793
$503K 0.01%
1,732
-31,392
794
$503K 0.01%
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795
$501K 0.01%
31,000
796
$499K 0.01%
13,620
-500
797
$499K 0.01%
48,900
+6,070
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