Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.2B
1-Year Est. Return 24.08%
This Quarter Est. Return
1 Year Est. Return
+24.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.36B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,175
New
Increased
Reduced
Closed

Top Buys

1
+$26.9M
2
+$24.3M
3
+$19.4M
4
EG icon
Everest Group
EG
+$18.6M
5
LKQ icon
LKQ Corp
LKQ
+$15.5M

Top Sells

1
+$38M
2
+$30.2M
3
+$18.4M
4
MRK icon
Merck
MRK
+$18.2M
5
AAPL icon
Apple
AAPL
+$17.5M

Sector Composition

1 Technology 19.48%
2 Financials 17.64%
3 Consumer Discretionary 12.58%
4 Industrials 11.94%
5 Healthcare 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
– –
-1,178
1102
– –
-3,140
1103
– –
-18,220
1104
– –
-3,140
1105
– –
-2,150
1106
– –
-35,940
1107
– –
-12,710
1108
– –
-14,000
1109
– –
-17,400
1110
– –
-28,890
1111
– –
-6,700
1112
– –
-9,466
1113
– –
-2,029
1114
– –
-104,861
1115
– –
-29,545
1116
– –
-15,480
1117
– –
-34,000
1118
– –
-29,900
1119
– –
-8,635
1120
– –
-51,800
1121
– –
-17,890
1122
– –
-46,260
1123
– –
-9,000
1124
– –
-110,740
1125
– –
-114,267
43 44
45
46 47