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
$25.5B
AUM Growth
+$295M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$287M
2
+$191M
3
+$177M
4
FTNT icon
Fortinet
FTNT
+$176M
5
GM icon
General Motors
GM
+$164M

Top Sells

1
+$308M
2
+$208M
3
+$198M
4
AAPL icon
Apple
AAPL
+$194M
5
SPOT icon
Spotify
SPOT
+$166M

Sector Composition

1 Technology 31.58%
2 Industrials 13.26%
3 Financials 13.04%
4 Consumer Discretionary 12.88%
5 Healthcare 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$220K ﹤0.01%
1,542
-196
977
$220K ﹤0.01%
14,171
-874,262
978
$216K ﹤0.01%
20,622
+7,215
979
$214K ﹤0.01%
+530
980
$214K ﹤0.01%
167,153
+12,290
981
$211K ﹤0.01%
104,887
-19,006
982
$208K ﹤0.01%
+1,114
983
$206K ﹤0.01%
9,418
-2,310
984
$204K ﹤0.01%
+92,842
985
$203K ﹤0.01%
46,955
-115,066
986
$201K ﹤0.01%
117,479
-65,072
987
$198K ﹤0.01%
+11,867
988
$190K ﹤0.01%
108,175
-941,489
989
$187K ﹤0.01%
38,000
-293,720
990
$187K ﹤0.01%
10,216
-130,954
991
$186K ﹤0.01%
30,516
992
$185K ﹤0.01%
14,009
-65,133
993
$185K ﹤0.01%
15,872
-3,871
994
$185K ﹤0.01%
254,859
+29,761
995
$184K ﹤0.01%
23,065
+3,365
996
$184K ﹤0.01%
17,955
-813,055
997
$180K ﹤0.01%
+19,901
998
$176K ﹤0.01%
+24,127
999
$172K ﹤0.01%
131,021
-101,654
1000
$167K ﹤0.01%
+127,805
38 39
40
41 42