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
951
$267K ﹤0.01%
+6,140
952
$267K ﹤0.01%
12,394
953
$266K ﹤0.01%
14,391
954
$265K ﹤0.01%
16,509
-3,948
955
$261K ﹤0.01%
19,029
956
$260K ﹤0.01%
39,629
-327,333
957
$260K ﹤0.01%
+18,806
958
$259K ﹤0.01%
+20,006
959
$256K ﹤0.01%
25,872
+9,742
960
$254K ﹤0.01%
+4,766
961
$253K ﹤0.01%
+1,866
962
$251K ﹤0.01%
5,905
-19,268
963
$243K ﹤0.01%
+35,600
964
$241K ﹤0.01%
+18,527
965
$239K ﹤0.01%
14,479
-14,600
966
$239K ﹤0.01%
145,478
-562
967
$226K ﹤0.01%
14,436
968
$225K ﹤0.01%
79,979
+27,714
969
$224K ﹤0.01%
+1,206
970
$224K ﹤0.01%
+6,207
971
$223K ﹤0.01%
20,174
-141,623
972
$222K ﹤0.01%
4,542
-31,527
973
$221K ﹤0.01%
+29,279
974
$220K ﹤0.01%
+23,530
975
$220K ﹤0.01%
3,747
-74,299
37 38
39
40 41