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
151
$12M 0.19%
227,924
+74,130
152
$12M 0.19%
380,378
+313,610
153
$12M 0.19%
16,331
-14,968
154
$12M 0.19%
183,850
-100
155
$11.9M 0.19%
338,430
+64,220
156
$11.9M 0.19%
283,161
+99,210
157
$11.9M 0.19%
74,018
-11,651
158
$11.9M 0.19%
189,962
+68,820
159
$11.7M 0.18%
195,302
+50,190
160
$11.7M 0.18%
89,535
-37,311
161
$11.5M 0.18%
299,163
-145,094
162
$11.3M 0.18%
195,516
-314,672
163
$11.3M 0.18%
+40,920
164
$11.1M 0.17%
273,019
-1,760
165
$11.1M 0.17%
168,065
-45,920
166
$10.9M 0.17%
181,343
-135,685
167
$10.9M 0.17%
416,392
-6,350
168
$10.9M 0.17%
165,635
-240,793
169
$10.9M 0.17%
153,589
+2,940
170
$10.9M 0.17%
105,146
-92,189
171
$10.9M 0.17%
195,232
-59,479
172
$10.8M 0.17%
137,760
-71,359
173
$10.7M 0.17%
4,517,910
+262,100
174
$10.6M 0.17%
167,910
-11,470
175
$10.6M 0.17%
3,078
+31
5 6
7
8 9