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
801
$494K 0.01%
+33,678
802
$492K 0.01%
+30,656
803
$491K 0.01%
59,391
-22,655
804
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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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809
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6,440
-20,770
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811
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6,575
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813
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814
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+132
815
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816
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817
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818
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819
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821
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5,675
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$446K 0.01%
82,429
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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