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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
1076
– –
-45,236
1077
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-154
1078
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-61,226
1079
– –
-16,770
1080
– –
-1,717
1081
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-35,946
1082
– –
-235,463
1083
– –
-10,100
1084
– –
-22,780
1085
– –
-11,540
1086
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-17
1087
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-10,044
1088
– –
-10,761
1089
– –
-35,000
1090
– –
-11,130
1091
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-13,925
1092
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-5,919
1093
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-99,360
1094
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-17,400
1095
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-3,270
1096
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-14,000
1097
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-161,750
1098
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-153,135
1099
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-880
1100
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-17,800
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