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
$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 10.86%
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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1004
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1005
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1006
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-254,655
1007
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-95,332
1008
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-5,786
1009
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-18,666
1010
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-85,509
1011
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-27,664
1012
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-87,343
1013
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-6,917
1014
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-17,567
1015
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-678
1016
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-270,737
1017
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-7,361
1018
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-1,932
1019
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1020
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1021
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1022
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-63,577
1023
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-5,700
1024
– –
-44,506
1025
– –
-1,593
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