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
$25.2B
AUM Growth
-$3.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,230
New
Increased
Reduced
Closed

Top Buys

1
+$284M
2
+$153M
3
+$134M
4
CRM icon
Salesforce
CRM
+$133M
5
ACN icon
Accenture
ACN
+$127M

Top Sells

1
+$394M
2
+$353M
3
+$323M
4
GM icon
General Motors
GM
+$270M
5
ABNB icon
Airbnb
ABNB
+$243M

Sector Composition

1 Technology 29.74%
2 Financials 14.23%
3 Consumer Discretionary 12.65%
4 Industrials 11.46%
5 Healthcare 11.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
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1077
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1078
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-8,604
1079
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-479,212
1080
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1081
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-180,421
1082
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-46,795
1083
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-56,093
1084
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-461,959
1085
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1086
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1087
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1088
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-57,637
1089
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1090
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1091
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1092
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1093
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1094
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1095
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1096
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-53,793
1097
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-661,688
1098
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-118,576
1099
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-20,356
1100
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-19,966
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