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
926
$357K ﹤0.01%
1,141
-20,456
927
$350K ﹤0.01%
39,621
+11,672
928
$346K ﹤0.01%
+88,198
929
$345K ﹤0.01%
+16,441
930
$344K ﹤0.01%
284,303
-100,982
931
$332K ﹤0.01%
33,405
-19,550
932
$311K ﹤0.01%
8,468
-4,032
933
$307K ﹤0.01%
11,880
-403
934
$304K ﹤0.01%
71,875
+26,727
935
$303K ﹤0.01%
+72,562
936
$298K ﹤0.01%
18,530
-2,176
937
$297K ﹤0.01%
8,853
-19
938
$291K ﹤0.01%
92,269
-303,849
939
$288K ﹤0.01%
+90,570
940
$283K ﹤0.01%
2,348
941
$279K ﹤0.01%
26,618
-174,564
942
$278K ﹤0.01%
6,895
-14,283
943
$275K ﹤0.01%
+3,821
944
$275K ﹤0.01%
+22,535
945
$273K ﹤0.01%
+12,919
946
$271K ﹤0.01%
12,078
-3,138,437
947
$269K ﹤0.01%
+6,813
948
$269K ﹤0.01%
17,434
-105
949
$269K ﹤0.01%
8,127
950
$268K ﹤0.01%
15,100
36 37
38
39 40