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
$4.83B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,335
New
Increased
Reduced
Closed

Top Buys

1
+$35.5M
2
+$32.5M
3
+$24.9M
4
C icon
Citigroup
C
+$23.8M
5
PAY
Verifone Systems Inc
PAY
+$21.6M

Top Sells

1
+$31.7M
2
+$23.5M
3
+$23.2M
4
AMZN icon
Amazon
AMZN
+$22.2M
5
LLY icon
Eli Lilly
LLY
+$22.2M

Sector Composition

1 Technology 18.34%
2 Financials 15.76%
3 Healthcare 13.7%
4 Industrials 10.21%
5 Consumer Discretionary 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
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1227
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-4,400
1228
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-2,740
1229
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-8,000
1230
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1231
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-9,416
1232
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-1,338
1233
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-24,108
1234
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-53,300
1235
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-338,261
1236
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-7,500
1237
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-2,460
1238
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-10,231
1239
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-95,120
1240
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-42,570
1241
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-69,560
1242
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-5,037
1243
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1244
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-107,030
1245
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1246
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-25,800
1247
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-20,300
1248
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-75,120
1249
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-186,200
1250
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-23,600
48 49
50
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