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
$7.05B
AUM Growth
+$688M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,149
New
Increased
Reduced
Closed

Top Buys

1
+$40.4M
2
+$35M
3
+$34.6M
4
PSX icon
Phillips 66
PSX
+$33.1M
5
MA icon
Mastercard
MA
+$32.3M

Top Sells

1
+$31.7M
2
+$27.3M
3
+$21.6M
4
JPM icon
JPMorgan Chase
JPM
+$21M
5
MRVL icon
Marvell Technology
MRVL
+$20.2M

Sector Composition

1 Technology 20.29%
2 Financials 17.18%
3 Consumer Discretionary 12.24%
4 Industrials 11.59%
5 Healthcare 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$342K ﹤0.01%
17,977
-2,650
852
$341K ﹤0.01%
4,160
-5,900
853
$338K ﹤0.01%
14,079
+5,230
854
$338K ﹤0.01%
66,194
-16,235
855
$332K ﹤0.01%
22,500
+11,300
856
$327K ﹤0.01%
21,160
-4,500
857
$326K ﹤0.01%
+21,125
858
$326K ﹤0.01%
20,937
-7,706
859
$325K ﹤0.01%
+32,549
860
$323K ﹤0.01%
14,682
861
$318K ﹤0.01%
20,200
-36,380
862
$316K ﹤0.01%
11,150
863
$311K ﹤0.01%
6,200
+310
864
$308K ﹤0.01%
28,005
-15,374
865
$304K ﹤0.01%
8,680
+2,400
866
$300K ﹤0.01%
25,783
-20,893
867
$299K ﹤0.01%
110,354
-58,373
868
$296K ﹤0.01%
658
-11,523
869
$294K ﹤0.01%
4,175
+2,696
870
$294K ﹤0.01%
30,237
-36,385
871
$293K ﹤0.01%
11,051
+2,796
872
$293K ﹤0.01%
943
-10,152
873
$290K ﹤0.01%
17,157
-22,875
874
$289K ﹤0.01%
+7,360
875
$288K ﹤0.01%
5,052
-255
33 34
35
36 37