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
1026
– –
-6,150
1027
– –
-31,648
1028
– –
-82,400
1029
– –
-7,100
1030
– –
-22,394
1031
– –
-4,850
1032
– –
-86,900
1033
– –
-172,863
1034
– –
-16,161
1035
– –
-26,048
1036
– –
-5,550
1037
– –
-412,783
1038
– –
-28,080
1039
– –
-243,600
1040
– –
-13,070
1041
– –
-153,970
1042
– –
-48,333
1043
– –
-45,207
1044
– –
-4,465
1045
– –
-33,080
1046
– –
-14,480
1047
– –
-4,600
1048
– –
-2,990
1049
– –
-9,800
1050
– –
-6,190
40 41
42
43 44