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
126
$15.1M 0.24%
205,752
-26,571
127
$15M 0.24%
345,000
+258,130
128
$14.9M 0.23%
343,386
+16,920
129
$14.9M 0.23%
193,475
+171,247
130
$14.5M 0.23%
223,280
-32,770
131
$14.4M 0.23%
233,115
+69,067
132
$14.3M 0.22%
198,960
-30,300
133
$14.1M 0.22%
280,055
-57,381
134
$14.1M 0.22%
907,572
+444,772
135
$14M 0.22%
159,234
-19,980
136
$13.9M 0.22%
2,340,000
+1,997,160
137
$13.8M 0.22%
314,737
+104,348
138
$13.6M 0.21%
94,909
+20,000
139
$13.5M 0.21%
240,834
-28,637
140
$13.5M 0.21%
256,471
-1,535
141
$13.4M 0.21%
55,937
-18,894
142
$13M 0.2%
297,214
+244,942
143
$13M 0.2%
86,354
+38,512
144
$12.9M 0.2%
281,891
-38,710
145
$12.5M 0.2%
308,654
-2,300
146
$12.3M 0.19%
258,989
-9,311
147
$12.2M 0.19%
115,953
-25,857
148
$12.2M 0.19%
122,286
-951
149
$12.1M 0.19%
88,979
-85,010
150
$12M 0.19%
258,240
+9,150
4 5
6
7 8