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
801
$795K ﹤0.01%
+2,770
802
$792K ﹤0.01%
24,445
+16,050
803
$791K ﹤0.01%
10,649
-136,624
804
$786K ﹤0.01%
12,539
-480
805
$783K ﹤0.01%
165,993
-108,300
806
$776K ﹤0.01%
+76,447
807
$773K ﹤0.01%
54,275
808
$769K ﹤0.01%
63,257
-50,953
809
$765K ﹤0.01%
70,115
-4,883
810
$761K ﹤0.01%
23,788
-17,050
811
$761K ﹤0.01%
19,587
812
$757K ﹤0.01%
8,745
-25
813
$756K ﹤0.01%
202,570
-292,307
814
$744K ﹤0.01%
138,854
+60,983
815
$738K ﹤0.01%
63,369
-53,700
816
$732K ﹤0.01%
145,298
+89,846
817
$732K ﹤0.01%
4,333
-51,830
818
$731K ﹤0.01%
138,199
+92,226
819
$727K ﹤0.01%
+331,975
820
$708K ﹤0.01%
+60,163
821
$706K ﹤0.01%
34,140
+22,578
822
$702K ﹤0.01%
11,310
823
$701K ﹤0.01%
30,236
-34
824
$701K ﹤0.01%
327,407
-35,948
825
$690K ﹤0.01%
42,728
-6,295
31 32
33
34 35