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
$7.05B
AUM Growth
+$688M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,149
New
Increased
Reduced
Closed

Top Buys

1
+$40.4M
2
+$35M
3
+$34.6M
4
PSX icon
Phillips 66
PSX
+$33.1M
5
MA icon
Mastercard
MA
+$32.3M

Top Sells

1
+$31.7M
2
+$27.3M
3
+$21.6M
4
JPM icon
JPMorgan Chase
JPM
+$21M
5
MRVL icon
Marvell Technology
MRVL
+$20.2M

Sector Composition

1 Technology 20.29%
2 Financials 17.18%
3 Consumer Discretionary 12.24%
4 Industrials 11.59%
5 Healthcare 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$446K 0.01%
8,085
+1,510
802
$442K 0.01%
28,449
-8,135
803
$441K 0.01%
+18,100
804
$432K 0.01%
111,997
+69,931
805
$431K 0.01%
39,164
+7,420
806
$431K 0.01%
14,570
+1,188
807
$429K 0.01%
+12,684
808
$429K 0.01%
36,900
+8,100
809
$429K 0.01%
+37,496
810
$428K 0.01%
8,100
-12,950
811
$423K 0.01%
+81,419
812
$422K 0.01%
+14,280
813
$422K 0.01%
9,120
+1,080
814
$421K 0.01%
10,940
-1,170
815
$420K 0.01%
+1,950
816
$412K 0.01%
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817
$412K 0.01%
46,762
-2,000
818
$410K 0.01%
24,625
+10,925
819
$408K 0.01%
+8,707
820
$406K 0.01%
12,271
+2,400
821
$398K 0.01%
5,090
-18,029
822
$398K 0.01%
36,246
823
$396K 0.01%
67,824
-78,367
824
$395K 0.01%
139,065
-12,980
825
$387K 0.01%
32,504
+7,300
31 32
33
34 35