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
901
$440K ﹤0.01%
1,801
-55,731
902
$439K ﹤0.01%
64,328
+3,474
903
$437K ﹤0.01%
17,337
+580
904
$429K ﹤0.01%
+41,317
905
$424K ﹤0.01%
1,451
906
$419K ﹤0.01%
8,095
-8
907
$415K ﹤0.01%
+1,743
908
$415K ﹤0.01%
+21,320
909
$412K ﹤0.01%
8,137
-401
910
$408K ﹤0.01%
99,595
-600
911
$408K ﹤0.01%
21,948
-131,788
912
$403K ﹤0.01%
9,472
-53,466
913
$402K ﹤0.01%
41,531
-577
914
$395K ﹤0.01%
1,963
-96,703
915
$395K ﹤0.01%
30,623
-185
916
$395K ﹤0.01%
185,360
-129,319
917
$395K ﹤0.01%
53,318
-7
918
$392K ﹤0.01%
+11,275
919
$385K ﹤0.01%
60,214
-4,329
920
$385K ﹤0.01%
+39,923
921
$383K ﹤0.01%
+8,489
922
$372K ﹤0.01%
+26,374
923
$372K ﹤0.01%
34,243
-22,547
924
$371K ﹤0.01%
+600
925
$359K ﹤0.01%
17,272
-22,072
35 36
37
38 39