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
$5.84B
AUM Growth
-$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,022
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$43.6M
3
+$32.3M
4
BIIB icon
Biogen
BIIB
+$31.2M
5
CAT icon
Caterpillar
CAT
+$27.8M

Top Sells

1
+$39.2M
2
+$37M
3
+$34.7M
4
INTC icon
Intel
INTC
+$34.4M
5
V icon
Visa
V
+$30.4M

Sector Composition

1 Technology 19.43%
2 Healthcare 15.23%
3 Financials 14%
4 Industrials 10.73%
5 Consumer Discretionary 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
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902
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-8,068
903
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904
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-30,070
905
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906
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-304,042
907
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-10,650
908
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-9,220
909
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-26,397
910
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-23,025
911
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-66,650
912
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-15,834
913
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-57,600
914
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915
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916
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917
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920
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921
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922
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923
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-10,797
924
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925
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-34,300
35 36
37
38 39