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
$25.5B
AUM Growth
+$295M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$287M
2
+$191M
3
+$177M
4
FTNT icon
Fortinet
FTNT
+$176M
5
GM icon
General Motors
GM
+$164M

Top Sells

1
+$308M
2
+$208M
3
+$198M
4
AAPL icon
Apple
AAPL
+$194M
5
SPOT icon
Spotify
SPOT
+$166M

Sector Composition

1 Technology 31.58%
2 Industrials 13.27%
3 Financials 13.04%
4 Consumer Discretionary 12.88%
5 Healthcare 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
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-8,940
1077
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-17,788
1078
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-16,857
1079
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-49,045
1080
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-156,472
1082
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-98,848
1083
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-18,201
1084
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-2,290,707
1085
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-22,549
1086
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-18,343
1087
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-58,060
1088
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-21,277
1089
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-223,005
1090
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-20,628
1091
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-106,695
1092
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1094
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-253,098
1095
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1096
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-227,555
1097
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-122,692
1098
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-1,258,561
1099
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-557,936
1100
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-12,974
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