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
851
$609K ﹤0.01%
+19,094
852
$605K ﹤0.01%
6,690
853
$602K ﹤0.01%
14,588
+656
854
$599K ﹤0.01%
+2,189
855
$597K ﹤0.01%
56,394
-35,983
856
$595K ﹤0.01%
10,144
857
$594K ﹤0.01%
79,281
-478,046
858
$592K ﹤0.01%
+30,508
859
$592K ﹤0.01%
23,596
-30,705
860
$591K ﹤0.01%
+22,915
861
$589K ﹤0.01%
+3,489
862
$580K ﹤0.01%
69,574
-31,701
863
$579K ﹤0.01%
51,972
+165
864
$571K ﹤0.01%
+6,776
865
$565K ﹤0.01%
8,657
-131,160
866
$555K ﹤0.01%
32,645
-10,554
867
$555K ﹤0.01%
1,348
-43,794
868
$555K ﹤0.01%
38,588
+4,412
869
$553K ﹤0.01%
9,244
-13,963
870
$550K ﹤0.01%
1,658
+232
871
$547K ﹤0.01%
+5,291
872
$546K ﹤0.01%
13,857
-1,081
873
$532K ﹤0.01%
17,063
874
$532K ﹤0.01%
604,836
-115,257
875
$527K ﹤0.01%
14,011
33 34
35
36 37