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
176
$10.6M 0.17%
+251,080
177
$10.4M 0.16%
255,510
-21,190
178
$10.2M 0.16%
238,210
+169,590
179
$10.1M 0.16%
264,628
-5,800
180
$10M 0.16%
24,756
-5,715
181
$9.96M 0.16%
40,598
-122,999
182
$9.76M 0.15%
100,251
-34,745
183
$9.74M 0.15%
201,804
-36,756
184
$9.61M 0.15%
+172,291
185
$9.6M 0.15%
79,100
-5,030
186
$9.53M 0.15%
65,161
+51,327
187
$9.42M 0.15%
628,200
+400,100
188
$9.39M 0.15%
493,327
+8,700
189
$9.34M 0.15%
83,130
+53,220
190
$9.22M 0.14%
415,600
+110,700
191
$9.2M 0.14%
+249,957
192
$8.95M 0.14%
222,794
-77,848
193
$8.76M 0.14%
299,359
+130,414
194
$8.73M 0.14%
189,278
+53,823
195
$8.63M 0.14%
111,609
-62,078
196
$8.62M 0.14%
61,588
+11,350
197
$8.54M 0.13%
83,985
-106,159
198
$8.52M 0.13%
553,786
+146,700
199
$8.51M 0.13%
211,855
+127,772
200
$8.49M 0.13%
260,751
+46,772
6 7
8
9 10