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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
$6.01B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,131
New
Increased
Reduced
Closed

Top Buys

1
+$34.8M
2
+$31.8M
3
+$26.4M
4
AZO icon
AutoZone
AZO
+$24.3M
5
LLY icon
Eli Lilly
LLY
+$21.7M

Top Sells

1
+$34.9M
2
+$25.9M
3
+$25.4M
4
RHT
Red Hat Inc
RHT
+$22M
5
T icon
AT&T
T
+$17.9M

Sector Composition

1 Technology 19.15%
2 Financials 18.28%
3 Industrials 13.53%
4 Consumer Discretionary 11.12%
5 Healthcare 10.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
– –
-85,080
1002
– –
-8,260
1003
– –
-86,800
1004
– –
-6,610
1005
– –
-7,020
1006
– –
-15,500
1007
– –
-44,730
1008
– –
-73,310
1009
– –
-117,522
1010
– –
-122,984
1011
– –
-2,310
1012
– –
-169,380
1013
– –
-21,470
1014
– –
-4,450
1015
– –
-18,810
1016
– –
-28,500
1017
– –
-175,691
1018
– –
-81,760
1019
– –
-49,310
1020
– –
-4,521
1021
– –
-428,519
1022
– –
-14,026
1023
– –
-2,511
1024
– –
-74,970
1025
– –
-43,999
39 40
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