Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.2B
1-Year Est. Return 24.08%
This Quarter Est. Return
1 Year Est. Return
+24.08%
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
+$26.9M
2
+$24.3M
3
+$19.4M
4
EG icon
Everest Group
EG
+$18.6M
5
LKQ icon
LKQ Corp
LKQ
+$15.5M

Top Sells

1
+$38M
2
+$30.2M
3
+$18.4M
4
MRK icon
Merck
MRK
+$18.2M
5
AAPL icon
Apple
AAPL
+$17.5M

Sector Composition

1 Technology 19.48%
2 Financials 17.64%
3 Consumer Discretionary 12.58%
4 Industrials 11.94%
5 Healthcare 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$279K ﹤0.01%
5,890
-800
902
$275K ﹤0.01%
+43,100
903
$275K ﹤0.01%
8,500
904
$274K ﹤0.01%
80,710
-55,064
905
$269K ﹤0.01%
152,045
+76,773
906
$267K ﹤0.01%
+4,800
907
$267K ﹤0.01%
+5,200
908
$266K ﹤0.01%
97,369
-29,308
909
$266K ﹤0.01%
19,300
910
$264K ﹤0.01%
+4,077
911
$264K ﹤0.01%
+15,638
912
$263K ﹤0.01%
+34,635
913
$263K ﹤0.01%
4,820
-1,880
914
$263K ﹤0.01%
18,408
-6,651
915
$260K ﹤0.01%
+13,300
916
$258K ﹤0.01%
+69,859
917
$258K ﹤0.01%
8,255
-794
918
$258K ﹤0.01%
29,701
-3,800
919
$252K ﹤0.01%
14,200
-1,200
920
$247K ﹤0.01%
+2,610
921
$243K ﹤0.01%
12,110
+890
922
$242K ﹤0.01%
+13,700
923
$241K ﹤0.01%
+5,340
924
$241K ﹤0.01%
+25,600
925
$238K ﹤0.01%
+4,510
35 36
37
38 39