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
826
$674K ﹤0.01%
+260,418
827
$673K ﹤0.01%
16,685
-1,024
828
$667K ﹤0.01%
+118,523
829
$665K ﹤0.01%
+72,942
830
$662K ﹤0.01%
+23,844
831
$658K ﹤0.01%
+80,852
832
$656K ﹤0.01%
73,103
-76,799
833
$643K ﹤0.01%
142,641
-94,870
834
$636K ﹤0.01%
92,470
-55,184
835
$636K ﹤0.01%
18,618
+7,761
836
$635K ﹤0.01%
3,952
837
$634K ﹤0.01%
20,958
-61,349
838
$633K ﹤0.01%
51,039
-55,521
839
$633K ﹤0.01%
16,574
-1,893
840
$632K ﹤0.01%
441,735
-255,918
841
$629K ﹤0.01%
271,097
-135,681
842
$627K ﹤0.01%
27,057
843
$624K ﹤0.01%
630,389
+573,682
844
$624K ﹤0.01%
32,275
-763
845
$622K ﹤0.01%
10,581
846
$622K ﹤0.01%
13,397
-29
847
$616K ﹤0.01%
72,417
-434,757
848
$611K ﹤0.01%
37,662
-48,838
849
$609K ﹤0.01%
100,188
+26,451
850
$609K ﹤0.01%
+134,460
32 33
34
35 36