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
$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 14.22%
3 Consumer Discretionary 12.6%
4 Industrials 11.47%
5 Healthcare 11.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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1077
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1078
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1079
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1080
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1082
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1083
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1084
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-479,212
1085
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-180,421
1086
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-461,959
1087
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1088
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-21,784
1089
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1090
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1091
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1095
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1096
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-30,984
1097
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1098
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1099
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-65,440
1100
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-69,204
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