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
851
$388K 0.01%
13,466
852
$386K 0.01%
36,613
+12,047
853
$386K 0.01%
28,800
854
$383K 0.01%
+15,020
855
$382K 0.01%
8,730
-52,420
856
$380K 0.01%
97,167
+38,167
857
$379K 0.01%
29,600
-200
858
$377K 0.01%
5,300
-29,975
859
$377K 0.01%
43,379
+18,625
860
$373K 0.01%
+14,580
861
$371K 0.01%
45,210
-1,808
862
$369K 0.01%
+19,395
863
$368K 0.01%
+10,490
864
$366K 0.01%
2,580
865
$364K 0.01%
12,924
-15,333
866
$361K 0.01%
28,643
-2,663
867
$359K 0.01%
15,178
-500
868
$356K 0.01%
6,478
+1,760
869
$351K 0.01%
+26,710
870
$344K 0.01%
9,305
+2,500
871
$339K 0.01%
+12,500
872
$337K 0.01%
7,470
+290
873
$335K 0.01%
11,150
-6,100
874
$332K 0.01%
+4,910
875
$326K 0.01%
+19,300
33 34
35
36 37