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
$12.9B
AUM Growth
-$1.95B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,140
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$95.8M
3
+$77M
4
TGT icon
Target
TGT
+$67M
5
LYFT icon
Lyft
LYFT
+$59M

Top Sells

1
+$93.1M
2
+$91.2M
3
+$72.6M
4
COST icon
Costco
COST
+$63.2M
5
AMZN icon
Amazon
AMZN
+$62.8M

Sector Composition

1 Technology 20.93%
2 Financials 15.19%
3 Healthcare 14.47%
4 Consumer Discretionary 11.08%
5 Industrials 10.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$115K ﹤0.01%
+1,924
977
$111K ﹤0.01%
+13,236
978
$70K ﹤0.01%
34,972
979
$56K ﹤0.01%
20,765
-92,357
980
$36K ﹤0.01%
+12,424
981
$33K ﹤0.01%
113
-14
982
– –
-12,159
983
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-27,342
984
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-138,279
985
– –
-351,943
986
– –
-518,230
987
– –
-7,493
988
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-164,639
989
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990
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-151,332
991
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-7,620
992
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-535,836
993
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-23,557
994
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-101,338
995
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-125,609
996
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-67,609
997
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-15,888
998
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-100,448
999
– –
-69,092
1000
– –
-42,948
38 39
40
41 42