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
$5.88B
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
999
New
Increased
Reduced
Closed

Top Buys

1
+$48.5M
2
+$44.3M
3
+$38.2M
4
COR icon
Cencora
COR
+$37.7M
5
SBUX icon
Starbucks
SBUX
+$35.6M

Top Sells

1
+$45.8M
2
+$39.7M
3
+$34.1M
4
VZ icon
Verizon
VZ
+$33.5M
5
AAP icon
Advance Auto Parts
AAP
+$31.8M

Sector Composition

1 Technology 17.74%
2 Healthcare 16.87%
3 Financials 15.6%
4 Industrials 10.93%
5 Consumer Discretionary 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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991
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998
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-4,300
999
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-19,836
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