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
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1063
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1075
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