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
$6.93B
AUM Growth
+$1.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,110
New
Increased
Reduced
Closed

Top Buys

1
+$36.7M
2
+$34.7M
3
+$32.2M
4
CABO icon
Cable One
CABO
+$25.9M
5
MCK icon
McKesson
MCK
+$23.5M

Top Sells

1
+$55.8M
2
+$55M
3
+$42.4M
4
XLNX
Xilinx Inc
XLNX
+$37.7M
5
ISRG icon
Intuitive Surgical
ISRG
+$35.5M

Sector Composition

1 Technology 19.85%
2 Financials 16.58%
3 Consumer Discretionary 13.8%
4 Industrials 12.27%
5 Healthcare 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.24M 0.12%
162,780
+25,480
227
$8.2M 0.12%
205,930
-20,690
228
$8.12M 0.12%
77,390
+25,637
229
$8.11M 0.12%
185,405
+90,495
230
$8.1M 0.12%
368,846
-4,020
231
$8.09M 0.12%
93,085
+20,020
232
$7.97M 0.12%
169,653
+61,374
233
$7.96M 0.11%
305,356
+121,215
234
$7.92M 0.11%
88,964
-17,930
235
$7.88M 0.11%
65,620
+38,440
236
$7.85M 0.11%
147,948
-10,274
237
$7.83M 0.11%
411,035
+153,061
238
$7.83M 0.11%
300,645
-17,140
239
$7.79M 0.11%
531,709
-215,812
240
$7.79M 0.11%
72,150
+7,670
241
$7.79M 0.11%
95,307
-66,330
242
$7.78M 0.11%
298,030
+235,460
243
$7.77M 0.11%
45,559
+39,629
244
$7.75M 0.11%
325,349
+5,470
245
$7.75M 0.11%
154,990
+69,500
246
$7.71M 0.11%
+69,881
247
$7.69M 0.11%
297,424
+120,069
248
$7.67M 0.11%
84,210
+58,350
249
$7.65M 0.11%
289,539
-31,800
250
$7.63M 0.11%
135,937
+52,470
8 9
10
11 12