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
976
$148K ﹤0.01%
+47,400
977
$147K ﹤0.01%
+26,100
978
$143K ﹤0.01%
12,900
-10,100
979
$142K ﹤0.01%
60,344
-7,584
980
$142K ﹤0.01%
+535
981
$139K ﹤0.01%
776
-804
982
$137K ﹤0.01%
+10,100
983
$135K ﹤0.01%
34,493
-52,925
984
$134K ﹤0.01%
+13,800
985
$134K ﹤0.01%
120,619
+33,237
986
$130K ﹤0.01%
+4,413
987
$127K ﹤0.01%
34,254
988
$125K ﹤0.01%
+12,799
989
$118K ﹤0.01%
+14,000
990
$116K ﹤0.01%
+12,463
991
$108K ﹤0.01%
22,100
992
$105K ﹤0.01%
+5,813
993
$101K ﹤0.01%
2,003
-40
994
$95K ﹤0.01%
1,655
-694
995
$93K ﹤0.01%
22,988
-53,017
996
$93K ﹤0.01%
1,479
-660
997
$90K ﹤0.01%
12,725
-75,218
998
$84K ﹤0.01%
+3,818
999
$82K ﹤0.01%
+19,654
1000
$81K ﹤0.01%
+2,850
38 39
40
41 42