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
1001
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1002
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1003
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-60,573
1004
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-463,397
1005
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1006
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-515,663
1007
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-127,890
1008
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-6,847
1009
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-26,246
1010
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-12,805
1011
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-47,972
1012
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-10,762
1013
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-87,343
1014
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-20,537
1015
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-6,917
1016
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-55,713
1017
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-589,726
1018
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-318,031
1019
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-8,047
1020
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-185,896
1021
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-17,567
1022
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-50,356
1023
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-678
1024
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-270,737
1025
– –
-7,361
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