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
$4.83B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,335
New
Increased
Reduced
Closed

Top Buys

1
+$35.5M
2
+$32.5M
3
+$24.9M
4
C icon
Citigroup
C
+$23.8M
5
PAY
Verifone Systems Inc
PAY
+$21.6M

Top Sells

1
+$31.7M
2
+$23.5M
3
+$23.2M
4
AMZN icon
Amazon
AMZN
+$22.2M
5
LLY icon
Eli Lilly
LLY
+$22.2M

Sector Composition

1 Technology 18.34%
2 Financials 15.76%
3 Healthcare 13.7%
4 Industrials 10.21%
5 Consumer Discretionary 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$281K 0.01%
53,758
+10,500
902
$280K 0.01%
+3,950
903
$280K 0.01%
6,820
904
$278K 0.01%
28,923
905
$276K 0.01%
+187,907
906
$276K 0.01%
58,617
-8,800
907
$275K 0.01%
10,400
908
$275K 0.01%
6,700
-3,050
909
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36,438
910
$273K 0.01%
+12,020
911
$271K 0.01%
+13,700
912
$267K 0.01%
7,520
913
$267K 0.01%
116,748
+4,900
914
$266K 0.01%
22,343
-9,665
915
$266K 0.01%
85,000
-124,053
916
$265K 0.01%
+19,990
917
$264K 0.01%
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-309
918
$263K 0.01%
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919
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18,800
-54,868
920
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18,348
-1,000
921
$261K 0.01%
9,611
-1,630
922
$261K 0.01%
3,800
-60,670
923
$260K 0.01%
+3,970
924
$260K 0.01%
284,623
+69,817
925
$259K 0.01%
8,940
-2,480
35 36
37
38 39