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
$6.36B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,175
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$22.7M
3
+$20.3M
4
EG icon
Everest Group
EG
+$18.9M
5
LKQ icon
LKQ Corp
LKQ
+$16.2M

Top Sells

1
+$36M
2
+$29.5M
3
+$17.8M
4
BAX icon
Baxter International
BAX
+$17.5M
5
AAPL icon
Apple
AAPL
+$17.2M

Sector Composition

1 Technology 19.46%
2 Financials 17.64%
3 Consumer Discretionary 12.58%
4 Industrials 11.96%
5 Healthcare 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$322K 0.01%
168,727
-45,100
877
$321K 0.01%
3,084
+319
878
$320K 0.01%
14,682
879
$319K 0.01%
+13,400
880
$308K ﹤0.01%
25,600
881
$307K ﹤0.01%
2,720
882
$307K ﹤0.01%
31,685
+16,362
883
$299K ﹤0.01%
97,691
+1,400
884
$299K ﹤0.01%
+39,500
885
$297K ﹤0.01%
2,979
+110
886
$296K ﹤0.01%
78,019
+17,600
887
$295K ﹤0.01%
34,400
+5,000
888
$293K ﹤0.01%
+10,330
889
$293K ﹤0.01%
+4,192
890
$292K ﹤0.01%
+34,100
891
$291K ﹤0.01%
3,600
-36,670
892
$288K ﹤0.01%
+94,170
893
$287K ﹤0.01%
5,680
-13,000
894
$287K ﹤0.01%
+40,815
895
$286K ﹤0.01%
8,681
-3,340
896
$282K ﹤0.01%
+28,560
897
$282K ﹤0.01%
+4,360
898
$282K ﹤0.01%
26,015
-11,500
899
$281K ﹤0.01%
+25,204
900
$279K ﹤0.01%
+7,530
34 35
36
37 38