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
$12.9B
AUM Growth
-$1.95B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,140
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$95.8M
3
+$77M
4
TGT icon
Target
TGT
+$67M
5
LYFT icon
Lyft
LYFT
+$59M

Top Sells

1
+$93.1M
2
+$91.2M
3
+$72.6M
4
COST icon
Costco
COST
+$63.2M
5
AMZN icon
Amazon
AMZN
+$62.8M

Sector Composition

1 Technology 20.93%
2 Financials 15.19%
3 Healthcare 14.47%
4 Consumer Discretionary 11.08%
5 Industrials 10.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$878K 0.01%
63,520
-2,931
777
$875K 0.01%
83,215
+14,779
778
$871K 0.01%
26,564
-2,484,126
779
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51,089
+1,695
780
$870K 0.01%
148,948
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781
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782
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28,701
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783
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63,873
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784
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785
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278,031
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787
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60,282
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26,007
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789
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22,342
790
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50,999
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18,960
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19,923
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50,026
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798
$751K 0.01%
8,707
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799
$751K 0.01%
+13,188
800
$746K 0.01%
77,051
-342,554
30 31
32
33 34