Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $23.8B
1-Year Est. Return 25.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.69B
AUM Growth
-$1.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1
+$58.3M
2
+$27.6M
3
+$23.3M
4
TJX icon
TJX Companies
TJX
+$23.1M
5
SNPS icon
Synopsys
SNPS
+$19.9M

Top Sells

1
+$45.2M
2
+$25.3M
3
+$24M
4
VC icon
Visteon
VC
+$23.4M
5
ARRS
ARRIS International plc Ordinary Shares
ARRS
+$22.9M

Sector Composition

1 Technology 19.85%
2 Financials 17.71%
3 Consumer Discretionary 12.6%
4 Healthcare 11.49%
5 Industrials 11.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$65K ﹤0.01%
36,473
+15,261
952
$62K ﹤0.01%
491
+127
953
$59K ﹤0.01%
+147
954
$58K ﹤0.01%
1,433
-3,920
955
$56K ﹤0.01%
3,817
+1,902
956
$47K ﹤0.01%
+11,567
957
$36K ﹤0.01%
+970
958
$34K ﹤0.01%
+147
959
$31K ﹤0.01%
5,252
-22,599
960
$25K ﹤0.01%
+21
961
$23K ﹤0.01%
10,953
962
$21K ﹤0.01%
10,127
-27,369
963
$8K ﹤0.01%
1,000
-3,413
964
$4K ﹤0.01%
1,454
-7,736
965
– –
-239,887
966
– –
-68,797
967
– –
-31,690
968
– –
-46,762
969
– –
-66,194
970
– –
-24,535
971
– –
-8,500
972
– –
-16,000
973
– –
-36,690
974
– –
-12,600
975
– –
-88,561
37 38
39
40 41