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
$5.6B
AUM Growth
+$769M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,266
New
Increased
Reduced
Closed

Top Buys

1
+$49.4M
2
+$41.5M
3
+$29.9M
4
A icon
Agilent Technologies
A
+$25.8M
5
BWXT icon
BWX Technologies
BWXT
+$24.3M

Top Sells

1
+$27.1M
2
+$25.6M
3
+$24.7M
4
AAPL icon
Apple
AAPL
+$24.2M
5
CDNS icon
Cadence Design Systems
CDNS
+$23.2M

Sector Composition

1 Technology 19.55%
2 Financials 15.15%
3 Healthcare 14.96%
4 Consumer Discretionary 10.52%
5 Industrials 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.28M 0.11%
235,948
-2,820
227
$6.28M 0.11%
66,630
+300
228
$6.22M 0.11%
180,173
+108,861
229
$6.22M 0.11%
189,450
+110,250
230
$6.13M 0.11%
99,199
-21,740
231
$6.13M 0.11%
102,991
+60
232
$6.11M 0.11%
112,871
-80,623
233
$6.1M 0.11%
46,201
+2,444
234
$6.09M 0.11%
7,332
-611
235
$6.03M 0.11%
+144,580
236
$6.01M 0.11%
100,771
-1,180
237
$5.99M 0.11%
214,822
-215,912
238
$5.95M 0.11%
38,650
-350
239
$5.95M 0.11%
157,120
+146,720
240
$5.85M 0.1%
108,665
-476,125
241
$5.83M 0.1%
+43,396
242
$5.77M 0.1%
+116,134
243
$5.76M 0.1%
107,337
+54,987
244
$5.75M 0.1%
260,333
-23,936
245
$5.71M 0.1%
75,670
+27,960
246
$5.63M 0.1%
61,020
-82,059
247
$5.61M 0.1%
70,540
+18,500
248
$5.56M 0.1%
69,772
+14,523
249
$5.55M 0.1%
230,320
+115,620
250
$5.54M 0.1%
62,580
+44,520
8 9
10
11 12