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
776
$897K ﹤0.01%
+44,672
777
$895K ﹤0.01%
222,556
-13,351
778
$890K ﹤0.01%
+42,554
779
$889K ﹤0.01%
203,327
-14,134
780
$885K ﹤0.01%
+49,559
781
$877K ﹤0.01%
12,906
-83,000
782
$875K ﹤0.01%
81,682
+17,843
783
$871K ﹤0.01%
+4,447
784
$866K ﹤0.01%
2,759
-13,527
785
$849K ﹤0.01%
181,877
-73,683
786
$847K ﹤0.01%
23,242
-869
787
$837K ﹤0.01%
337,646
-77,785
788
$835K ﹤0.01%
+34,236
789
$831K ﹤0.01%
15,046
-21,649
790
$831K ﹤0.01%
+34,116
791
$828K ﹤0.01%
194,450
+119,531
792
$826K ﹤0.01%
124,771
+30,798
793
$822K ﹤0.01%
47,786
-5,892
794
$822K ﹤0.01%
143,517
-157,030
795
$811K ﹤0.01%
72,902
+44,524
796
$808K ﹤0.01%
3,349
797
$807K ﹤0.01%
32,755
798
$807K ﹤0.01%
+128,144
799
$797K ﹤0.01%
+335,009
800
$796K ﹤0.01%
22,092
-64
30 31
32
33 34