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
$5.84B
AUM Growth
-$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,022
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$43.6M
3
+$32.3M
4
BIIB icon
Biogen
BIIB
+$31.2M
5
CAT icon
Caterpillar
CAT
+$27.8M

Top Sells

1
+$39.2M
2
+$37M
3
+$34.7M
4
INTC icon
Intel
INTC
+$34.4M
5
V icon
Visa
V
+$30.4M

Sector Composition

1 Technology 19.43%
2 Healthcare 15.23%
3 Financials 14%
4 Industrials 10.61%
5 Consumer Discretionary 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
– –
-15,050
977
– –
-23,690
978
– –
-43,220
979
– –
-26,680
980
– –
-178,545
981
– –
-30,740
982
– –
-2,486
983
– –
-20,000
984
– –
-162,989
985
– –
-8,874
986
– –
-120,200
987
– –
-48,510
988
– –
-70,151
989
– –
-17,959
990
– –
-5,873
991
– –
-23,700
992
– –
-89,490
993
– –
-104,350
994
– –
-10,200
995
– –
-11,770
996
– –
-4,400
997
– –
-37,530
998
– –
-112,407
999
– –
-60,390
1000
– –
-52,670
37 38 39
40
41