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
$5.69B
AUM Growth
-$1.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1
+$60M
2
+$24M
3
+$22.6M
4
TJX icon
TJX Companies
TJX
+$20.5M
5
SNPS icon
Synopsys
SNPS
+$18.9M

Top Sells

1
+$45.2M
2
+$25.3M
3
+$22.9M
4
ACN icon
Accenture
ACN
+$21.4M
5
GM icon
General Motors
GM
+$19.6M

Sector Composition

1 Technology 19.85%
2 Financials 17.71%
3 Consumer Discretionary 12.6%
4 Healthcare 11.49%
5 Industrials 11.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.82M 0.1%
250,224
+86,919
227
$5.81M 0.1%
121,048
-15,590
228
$5.76M 0.1%
319,879
+30,100
229
$5.75M 0.1%
+421,903
230
$5.69M 0.1%
9,124
+5,355
231
$5.66M 0.1%
73,065
-26,073
232
$5.6M 0.1%
159,404
-3,150
233
$5.59M 0.1%
225,673
-16,700
234
$5.59M 0.1%
+19,608
235
$5.59M 0.1%
166,660
+23,200
236
$5.53M 0.1%
756,958
+174,200
237
$5.52M 0.1%
499,334
+144,520
238
$5.5M 0.1%
285,384
+146,473
239
$5.5M 0.1%
61,150
+14,690
240
$5.37M 0.09%
226,421
-19,860
241
$5.35M 0.09%
45,444
-710
242
$5.33M 0.09%
71,295
+12,260
243
$5.33M 0.09%
127,144
+42,470
244
$5.3M 0.09%
349,904
+32,870
245
$5.28M 0.09%
246,799
+22,360
246
$5.28M 0.09%
86,632
-3,210
247
$5.28M 0.09%
297,560
+46,800
248
$5.26M 0.09%
99,327
+4,520
249
$5.23M 0.09%
+62,240
250
$5.22M 0.09%
18,471
-1,259
8 9
10
11 12