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
826
$439K 0.01%
118,614
+23,600
827
$435K 0.01%
16,727
-500
828
$431K 0.01%
34,634
+21,014
829
$431K 0.01%
4,311
+1,388
830
$430K 0.01%
22,850
+1,202
831
$423K 0.01%
+12,310
832
$423K 0.01%
+29,800
833
$423K 0.01%
+25,660
834
$419K 0.01%
7,948
-7,727
835
$419K 0.01%
6,346
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836
$416K 0.01%
9,871
837
$415K 0.01%
13,382
+1,100
838
$413K 0.01%
24,180
+3,700
839
$410K 0.01%
18,660
-1,080
840
$405K 0.01%
25,471
-21,023
841
$405K 0.01%
95,258
+65,058
842
$398K 0.01%
9,054
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843
$397K 0.01%
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844
$397K 0.01%
17,205
-20,601
845
$396K 0.01%
8,849
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846
$394K 0.01%
+10,200
847
$392K 0.01%
101,935
-300
848
$392K 0.01%
75,377
-46,415
849
$391K 0.01%
+10,500
850
$390K 0.01%
7,050
-4,426
32 33
34
35 36