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
$5.99B
AUM Growth
-$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Buys

1
+$76.6M
2
+$58.2M
3
+$55.3M
4
PEP icon
PepsiCo
PEP
+$47.2M
5
AXP icon
American Express
AXP
+$38.7M

Top Sells

1
+$37.8M
2
+$34.4M
3
+$29.6M
4
EL icon
Estee Lauder
EL
+$26.3M
5
WDAY icon
Workday
WDAY
+$25.3M

Sector Composition

1 Technology 18.65%
2 Financials 14.37%
3 Healthcare 14.35%
4 Industrials 12.74%
5 Consumer Discretionary 11.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
– –
-15,970
852
– –
-16,900
853
– –
-4,690
854
– –
-334,138
855
– –
-5,651
856
– –
-7,310
857
– –
-26,300
858
– –
-20,567
859
– –
-6,070
860
– –
-57,959
861
– –
-875,385
862
– –
-35,880
863
– –
-43,520
864
– –
-97,910
865
– –
-13,599
866
– –
-21,800
867
– –
-23,600
868
– –
-177,608
869
– –
-60,180
870
– –
-4,770
871
– –
-27,193
872
– –
-14,390
873
– –
-3,759
874
– –
-49,170
875
– –
-83,660
33 34
35
36 37