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
$5.6B
AUM Growth
+$769M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,266
New
Increased
Reduced
Closed

Top Buys

1
+$58.9M
2
+$37.7M
3
+$29.2M
4
A icon
Agilent Technologies
A
+$25.5M
5
OXY icon
Occidental Petroleum
OXY
+$24.6M

Top Sells

1
+$27.1M
2
+$26M
3
+$24.2M
4
CDNS icon
Cadence Design Systems
CDNS
+$22.8M
5
AAPL icon
Apple
AAPL
+$22.7M

Sector Composition

1 Technology 19.55%
2 Financials 15.15%
3 Healthcare 14.96%
4 Consumer Discretionary 10.52%
5 Industrials 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
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-235,017
1102
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1103
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1104
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-116,748
1105
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-43,198
1106
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-284,623
1107
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-112,000
1108
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-41,550
1109
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-4,151
1110
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-65,830
1111
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-49,625
1112
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-67,112
1113
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-14,070
1114
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-118,898
1115
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-301,193
1116
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-21,630
1117
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-9,023
1118
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-85,000
1119
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-107,500
1120
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-140,475
1121
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-124,340
1122
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-836,862
1123
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-15,290
1124
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-23,032
1125
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-45,584
43 44
45
46 47