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
$6.01B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,131
New
Increased
Reduced
Closed

Top Buys

1
+$34.8M
2
+$31.8M
3
+$26.4M
4
AZO icon
AutoZone
AZO
+$24.3M
5
LLY icon
Eli Lilly
LLY
+$21.7M

Top Sells

1
+$34.9M
2
+$25.9M
3
+$25.4M
4
RHT
Red Hat Inc
RHT
+$22M
5
T icon
AT&T
T
+$17.9M

Sector Composition

1 Technology 19.15%
2 Financials 18.28%
3 Industrials 13.51%
4 Consumer Discretionary 11.12%
5 Healthcare 10.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$372K 0.01%
58,727
+32,799
827
$370K 0.01%
+2,172
828
$370K 0.01%
+33,506
829
$370K 0.01%
17,250
-6,553
830
$369K 0.01%
+7,400
831
$368K 0.01%
2,923
+1,995
832
$366K 0.01%
7,220
-540
833
$366K 0.01%
24,510
-200
834
$366K 0.01%
44,962
+24,906
835
$364K 0.01%
12,282
+400
836
$362K 0.01%
9,431
837
$353K 0.01%
40,776
-27,962
838
$350K 0.01%
2,765
-609
839
$348K 0.01%
757
+323
840
$347K 0.01%
2,580
+860
841
$346K 0.01%
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842
$346K 0.01%
153,970
-216,246
843
$344K 0.01%
82,400
-178,000
844
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33,501
-5,800
845
$339K 0.01%
3,797
-567
846
$338K 0.01%
25,600
+8,500
847
$337K 0.01%
7,180
-2,120
848
$333K 0.01%
45,555
-55,578
849
$333K 0.01%
15,640
-10,600
850
$332K 0.01%
23,000
+11,400
32 33
34
35 36