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
876
$523K ﹤0.01%
3,255
+7
877
$520K ﹤0.01%
35,342
878
$520K ﹤0.01%
+8,845
879
$516K ﹤0.01%
17,391
+2,063
880
$515K ﹤0.01%
262,635
-169,039
881
$506K ﹤0.01%
13,544
-4,639
882
$505K ﹤0.01%
46,680
883
$501K ﹤0.01%
207,739
-285,843
884
$483K ﹤0.01%
6,904
-6,820
885
$483K ﹤0.01%
14,439
-492
886
$483K ﹤0.01%
4,373
-82
887
$480K ﹤0.01%
14,171
888
$477K ﹤0.01%
13,349
889
$477K ﹤0.01%
17,962
890
$476K ﹤0.01%
+3,722
891
$470K ﹤0.01%
343,400
-129,569
892
$465K ﹤0.01%
55,192
+13,635
893
$464K ﹤0.01%
911
-159
894
$463K ﹤0.01%
19,932
895
$458K ﹤0.01%
846,533
-451,252
896
$455K ﹤0.01%
+382,234
897
$449K ﹤0.01%
10,696
-351,359
898
$447K ﹤0.01%
+73,320
899
$446K ﹤0.01%
+14,879
900
$445K ﹤0.01%
6,264
-529,948
34 35
36
37 38