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
201
$8.42M 0.13%
+4,155
202
$8.29M 0.13%
181,367
-510
203
$8.28M 0.13%
60,270
+33,230
204
$8.26M 0.13%
161,509
-125,952
205
$8.25M 0.13%
+97,320
206
$8.22M 0.13%
126,076
+22,400
207
$8.15M 0.13%
233,536
-112,036
208
$8.13M 0.13%
630,567
+103,079
209
$8.12M 0.13%
216,113
-180,694
210
$8.06M 0.13%
82,596
+6,840
211
$8.04M 0.13%
629,390
-117,590
212
$7.99M 0.13%
73,386
-348,957
213
$7.95M 0.13%
319,394
+9,000
214
$7.93M 0.12%
101,350
-141,145
215
$7.91M 0.12%
272,460
-136,828
216
$7.88M 0.12%
82,134
-7,730
217
$7.84M 0.12%
65,540
-15,230
218
$7.8M 0.12%
25,367
-8,020
219
$7.76M 0.12%
101,762
+57,912
220
$7.75M 0.12%
221,020
+3,100
221
$7.74M 0.12%
145,028
+1,530
222
$7.73M 0.12%
778,087
+133,100
223
$7.72M 0.12%
311,022
+66,330
224
$7.64M 0.12%
46,699
-3,647
225
$7.59M 0.12%
264,220
-320
7 8
9
10 11