Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.5B
1-Year Est. Return 20.81%
This Quarter Est. Return
1 Year Est. Return
+20.81%
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
1
$147M 2.31%
1,492,108
+132,450
2
$144M 2.26%
1,691,440
+286,020
3
$138M 2.16%
2,466,300
+125,920
4
$112M 1.76%
2,425,036
-378,240
5
$60.9M 0.96%
181,379
+7,733
6
$57.2M 0.9%
291,128
+72,580
7
$52.4M 0.82%
212,971
+6,630
8
$49.7M 0.78%
176,169
-5,321
9
$42.8M 0.67%
193,553
+7,066
10
$42.4M 0.67%
406,839
+70,870
11
$41.8M 0.66%
323,132
+23,900
12
$41.6M 0.65%
487,549
+4,760
13
$41.4M 0.65%
139,080
+5,387
14
$41.3M 0.65%
746,019
+119,430
15
$39.1M 0.62%
314,583
+8,880
16
$38.5M 0.61%
198,129
-46,990
17
$38.2M 0.6%
224,790
+22,320
18
$37.6M 0.59%
479,375
-23,920
19
$36.2M 0.57%
352,267
+46,760
20
$36.1M 0.57%
330,938
+10,360
21
$36M 0.57%
151,157
-17,089
22
$36M 0.57%
452,773
+48,200
23
$35.4M 0.56%
119,827
+8,251
24
$35.4M 0.56%
437,952
+166,090
25
$34.9M 0.55%
742,360
-19,460
1
2 3 4 5