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
926
$237K ﹤0.01%
6,280
+420
927
$236K ﹤0.01%
+862
928
$235K ﹤0.01%
3,500
-280
929
$235K ﹤0.01%
+4,600
930
$235K ﹤0.01%
1,830
931
$231K ﹤0.01%
36,246
-9,800
932
$229K ﹤0.01%
+4
933
$228K ﹤0.01%
+12,920
934
$226K ﹤0.01%
2,325
-100
935
$223K ﹤0.01%
57,231
+42,331
936
$222K ﹤0.01%
411
-346
937
$221K ﹤0.01%
1,429
938
$220K ﹤0.01%
+7,300
939
$219K ﹤0.01%
26,814
+2,200
940
$218K ﹤0.01%
+10,100
941
$217K ﹤0.01%
6,819
942
$216K ﹤0.01%
+13,700
943
$216K ﹤0.01%
180,276
944
$215K ﹤0.01%
+531
945
$215K ﹤0.01%
4,329
+3,209
946
$215K ﹤0.01%
+42,066
947
$214K ﹤0.01%
118,687
+38,876
948
$214K ﹤0.01%
+2,120
949
$213K ﹤0.01%
+1,680
950
$213K ﹤0.01%
27,021
-3,046
36 37
38
39 40