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
$5.69B
AUM Growth
-$1.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1
+$58.3M
2
+$27.6M
3
+$23.3M
4
TJX icon
TJX Companies
TJX
+$23.1M
5
SNPS icon
Synopsys
SNPS
+$19.9M

Top Sells

1
+$45.2M
2
+$25.3M
3
+$24M
4
VC icon
Visteon
VC
+$23.4M
5
ARRS
ARRIS International plc Ordinary Shares
ARRS
+$22.9M

Sector Composition

1 Technology 19.85%
2 Financials 17.71%
3 Consumer Discretionary 12.6%
4 Healthcare 11.49%
5 Industrials 11.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
– –
-71,880
1102
– –
-4,030
1103
– –
-55,686
1104
– –
-4,160
1105
– –
-1,950
1106
– –
-114,384
1107
– –
-66
1108
– –
-11,870
1109
– –
-23,820
1110
– –
-1,290
1111
– –
-50,320
1112
– –
-35,670
1113
– –
-3,560
1114
– –
-1,650
1115
– –
-46,080
1116
– –
-146,390
1117
– –
-4,460
1118
– –
-177,406
1119
– –
-41,400
1120
– –
-57,030
1121
– –
-323
1122
– –
-13,720
1123
– –
-2,289
1124
– –
-8,345
1125
– –
-5,571
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