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
101
$19.2M 0.3%
120,540
+34,101
102
$19.2M 0.3%
693,708
+88,849
103
$18.9M 0.3%
268,199
+75,430
104
$18.7M 0.29%
147,698
-71,760
105
$18.4M 0.29%
1,799,627
-230,932
106
$18.2M 0.29%
155,638
+6,921
107
$18.2M 0.29%
545,024
-29,950
108
$18.2M 0.29%
401,691
-6,380
109
$17.6M 0.28%
670,470
-21,940
110
$17.4M 0.27%
254,840
-130,240
111
$17.3M 0.27%
2,010,200
+810,000
112
$17.3M 0.27%
606,120
+124,830
113
$17.2M 0.27%
400,531
+50,520
114
$17.2M 0.27%
403,290
+200,920
115
$17.2M 0.27%
139,900
-59,055
116
$16.9M 0.27%
507,379
-215,106
117
$16.7M 0.26%
227,894
+129,654
118
$16.2M 0.25%
609,460
+199,840
119
$15.8M 0.25%
443,380
+399,890
120
$15.5M 0.24%
453,780
-321,900
121
$15.5M 0.24%
+486,474
122
$15.5M 0.24%
212,193
+68,680
123
$15.3M 0.24%
284,220
+29,620
124
$15.3M 0.24%
362,450
+16,300
125
$15.2M 0.24%
69,852
-43,160
3 4
5
6 7