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
$16.3B
AUM Growth
+$1.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,104
New
Increased
Reduced
Closed

Top Buys

1
+$274M
2
+$175M
3
+$139M
4
F icon
Ford
F
+$133M
5
ADBE icon
Adobe
ADBE
+$128M

Top Sells

1
+$193M
2
+$181M
3
+$164M
4
MSFT icon
Microsoft
MSFT
+$98.7M
5
CAH icon
Cardinal Health
CAH
+$83.1M

Sector Composition

1 Technology 29%
2 Healthcare 13.57%
3 Consumer Discretionary 12.65%
4 Financials 12.35%
5 Industrials 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
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1078
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1079
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1080
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1081
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1083
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1084
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-2,406,555
1085
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1086
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1087
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1090
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1097
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1098
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1099
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-1,283,990
1100
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-4,406
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