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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
$6.01B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,131
New
Increased
Reduced
Closed

Top Buys

1
+$34.8M
2
+$31.8M
3
+$26.4M
4
AZO icon
AutoZone
AZO
+$24.3M
5
LLY icon
Eli Lilly
LLY
+$21.7M

Top Sells

1
+$34.9M
2
+$25.9M
3
+$25.4M
4
RHT
Red Hat Inc
RHT
+$22M
5
T icon
AT&T
T
+$17.9M

Sector Composition

1 Technology 19.15%
2 Financials 18.28%
3 Industrials 13.53%
4 Consumer Discretionary 11.12%
5 Healthcare 10.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
– –
-21,540
1052
– –
-14,210
1053
– –
-18,150
1054
– –
-1,686
1055
– –
-11,850
1056
– –
-24,800
1057
– –
-11,400
1058
– –
-51,110
1059
– –
-12,000
1060
– –
-3,960
1061
– –
-40,540
1062
– –
-174,483
1063
– –
-41,040
1064
– –
-8,450
1065
– –
-19,746
1066
– –
-5,261
1067
– –
-11,400
1068
– –
-84,765
1069
– –
-628
1070
– –
-23,420
1071
– –
-13,364
1072
– –
-12,660
1073
– –
-7,490
1074
– –
-342,140
1075
– –
-6,600
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