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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
$6.01B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,131
New
Increased
Reduced
Closed

Top Buys

1
+$34.8M
2
+$31.8M
3
+$26.4M
4
AZO icon
AutoZone
AZO
+$24.3M
5
LLY icon
Eli Lilly
LLY
+$21.7M

Top Sells

1
+$34.9M
2
+$25.9M
3
+$25.4M
4
RHT
Red Hat Inc
RHT
+$22M
5
T icon
AT&T
T
+$17.9M

Sector Composition

1 Technology 19.15%
2 Financials 18.28%
3 Industrials 13.53%
4 Consumer Discretionary 11.12%
5 Healthcare 10.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
– –
-10,256
1102
– –
-46,068
1103
– –
-103,786
1104
– –
-1,533
1105
– –
-11,458
1106
– –
-10,000
1107
– –
-2,854
1108
– –
-46,660
1109
– –
-5,331
1110
– –
-74,044
1111
– –
-19,611
1112
– –
-190,430
1113
– –
-12,593
1114
– –
-16,950
1115
– –
-33,080
1116
– –
-88,730
1117
– –
-33,900
1118
– –
-25,900
1119
– –
-18,294
1120
– –
-90,730
1121
– –
-14,860
1122
– –
-34,051
1123
– –
-96,237
1124
– –
-13,930
1125
– –
-111,698
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