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
1126
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1127
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1128
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-32,300
1129
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1130
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-55,080
1132
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-35,807
1133
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-140,700
1134
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-349,147
1135
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-43,904
1136
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1137
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-32,389
1138
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-21,500
1139
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1140
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1141
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1143
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1144
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1145
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1146
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-55,050
1147
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-117,320
1148
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-9,125
1149
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-19,289
1150
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-10,000
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