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
$16.3B
AUM Growth
+$1.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,104
New
Increased
Reduced
Closed

Top Buys

1
+$274M
2
+$175M
3
+$139M
4
F icon
Ford
F
+$133M
5
ADBE icon
Adobe
ADBE
+$128M

Top Sells

1
+$193M
2
+$181M
3
+$164M
4
MSFT icon
Microsoft
MSFT
+$98.7M
5
CAH icon
Cardinal Health
CAH
+$83.1M

Sector Composition

1 Technology 29%
2 Healthcare 13.57%
3 Consumer Discretionary 12.65%
4 Financials 12.35%
5 Industrials 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
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-17,431
1002
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1003
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-104,358
1004
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1005
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-9,907
1006
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-15,152
1007
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-23,628
1008
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-14,016
1009
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-157,785
1010
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-123,675
1011
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-9,033
1012
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-127,314
1013
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-31,303
1014
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-69,522
1015
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-73,167
1016
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-19,471
1017
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-20,207
1018
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-409,916
1019
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-2,913
1020
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-49,792
1021
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-25,044
1022
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-3,248
1023
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-15,103
1024
– –
-49,448
1025
– –
-21,257
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