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
76
$22.9M 0.36%
188,134
+30,120
77
$22.8M 0.36%
34,001
-306
78
$22.8M 0.36%
232,837
+99,787
79
$22.3M 0.35%
117,760
+18,440
80
$22.2M 0.35%
303,221
+87,829
81
$22.1M 0.35%
240,017
-1,150
82
$22M 0.35%
901,907
-11,430
83
$22M 0.35%
335,473
-1,170
84
$21.9M 0.34%
413,840
-31,850
85
$21.8M 0.34%
104,394
-23,100
86
$21.8M 0.34%
289,239
+53,051
87
$21.8M 0.34%
291,640
+87,800
88
$21.5M 0.34%
440,610
+37,630
89
$21.2M 0.33%
170,730
+93,980
90
$21M 0.33%
275,792
-50,184
91
$20.8M 0.33%
326,565
-12,220
92
$20.6M 0.32%
1,411,776
+285,200
93
$20M 0.31%
204,560
+9,150
94
$19.8M 0.31%
424,833
+132,500
95
$19.8M 0.31%
436,232
+22,920
96
$19.7M 0.31%
85,344
+80,580
97
$19.6M 0.31%
1,637,243
+223,100
98
$19.5M 0.31%
301,675
+4,600
99
$19.2M 0.3%
142,414
+250
100
$19.2M 0.3%
325,080
+173,797
2 3
4
5 6