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
$6.36B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,175
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$22.7M
3
+$20.3M
4
EG icon
Everest Group
EG
+$18.9M
5
LKQ icon
LKQ Corp
LKQ
+$16.2M

Top Sells

1
+$36M
2
+$29.5M
3
+$17.8M
4
BAX icon
Baxter International
BAX
+$17.5M
5
AAPL icon
Apple
AAPL
+$17.2M

Sector Composition

1 Technology 19.46%
2 Financials 17.64%
3 Consumer Discretionary 12.58%
4 Industrials 11.96%
5 Healthcare 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
– –
-83,070
1027
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-145,742
1028
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-60,407
1029
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-41,600
1030
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-51,800
1031
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-17,890
1032
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-153,970
1033
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-48,333
1034
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-45,207
1035
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-46,260
1036
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-4,465
1037
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-30,259
1038
– –
-30,600
1039
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-28,080
1040
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-230,868
1041
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-13,883
1042
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-26,305
1043
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-104,100
1044
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-34,864
1045
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-16,161
1046
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-412,783
1047
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-4,600
1048
– –
-2,990
1049
– –
-9,800
1050
– –
-6,190
40 41
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43 44