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
801
$494K 0.01%
+33,678
802
$492K 0.01%
+30,656
803
$491K 0.01%
59,391
-22,655
804
$489K 0.01%
37,900
805
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48,762
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806
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18,259
807
$475K 0.01%
9,760
-8,350
808
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+30,077
809
$470K 0.01%
6,440
-20,770
810
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811
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6,575
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812
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813
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814
$463K 0.01%
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815
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+24,400
816
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817
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818
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819
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820
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821
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5,675
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$446K 0.01%
82,429
+46,237
823
$443K 0.01%
46,676
+5,900
824
$440K 0.01%
4,234
-969
825
$439K 0.01%
8,275
+1,286
31 32
33
34 35