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
$25.5B
AUM Growth
+$295M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$287M
2
+$191M
3
+$177M
4
FTNT icon
Fortinet
FTNT
+$176M
5
GM icon
General Motors
GM
+$164M

Top Sells

1
+$308M
2
+$208M
3
+$198M
4
AAPL icon
Apple
AAPL
+$194M
5
SPOT icon
Spotify
SPOT
+$166M

Sector Composition

1 Technology 31.58%
2 Industrials 13.28%
3 Financials 13.04%
4 Consumer Discretionary 12.82%
5 Healthcare 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
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-6,531
1127
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-156,472
1128
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-686,208
1129
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-545,388
1130
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1131
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-7,062
1132
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-37,821
1133
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-2,306,861
1134
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-7,446
1135
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-83,363
1136
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-43,923
1137
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-38,892
1138
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-11,275
1139
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1140
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1141
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1144
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1145
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1146
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1147
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1148
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1149
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1150
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-10,743
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