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
1001
$81K ﹤0.01%
17,660
-4,154
1002
$78K ﹤0.01%
26,100
+4,500
1003
$75K ﹤0.01%
+1,280
1004
$72K ﹤0.01%
+21,212
1005
$68K ﹤0.01%
+25,299
1006
$42K ﹤0.01%
+64
1007
$35K ﹤0.01%
2,110
-1,470
1008
– –
0
1009
$22K ﹤0.01%
223
-80
1010
$18K ﹤0.01%
+953
1011
$15K ﹤0.01%
1,933
-15,074
1012
$15K ﹤0.01%
16
1013
$14K ﹤0.01%
19,681
1014
– –
-277,600
1015
– –
-15,640
1016
– –
-25,275
1017
– –
-72,312
1018
– –
-15,502
1019
– –
-5,170
1020
– –
-34,864
1021
– –
-57,504
1022
– –
-40,089
1023
– –
-12,165
1024
– –
-662,400
1025
– –
-18,462
39 40
41
42 43