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
$6.36B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,175
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$22.7M
3
+$20.3M
4
EG icon
Everest Group
EG
+$18.9M
5
LKQ icon
LKQ Corp
LKQ
+$16.2M

Top Sells

1
+$36M
2
+$29.5M
3
+$17.8M
4
BAX icon
Baxter International
BAX
+$17.5M
5
AAPL icon
Apple
AAPL
+$17.2M

Sector Composition

1 Technology 19.46%
2 Financials 17.64%
3 Consumer Discretionary 12.58%
4 Industrials 11.96%
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%
120,619
+33,237
985
$134K ﹤0.01%
+13,800
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%
1,479
-660
996
$93K ﹤0.01%
22,988
-53,017
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