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 19.46%
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
– –
-104,100
1027
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-9,727
1028
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-152,907
1029
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-15,640
1030
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-25,275
1031
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-72,312
1032
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-5,170
1033
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-34,864
1034
– –
-12,165
1035
– –
-18,462
1036
– –
-82,400
1037
– –
-22,394
1038
– –
-4,850
1039
– –
-172,863
1040
– –
-16,161
1041
– –
-26,048
1042
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-5,550
1043
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-412,783
1044
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-243,600
1045
– –
-13,070
1046
– –
-153,970
1047
– –
-4,600
1048
– –
-2,990
1049
– –
-9,800
1050
– –
-6,190
40 41
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43 44