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
$10.2B
AUM Growth
+$2.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,109
New
Increased
Reduced
Closed

Top Buys

1
+$61M
2
+$56.5M
3
+$51.8M
4
AAPL icon
Apple
AAPL
+$47.8M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$47.2M

Top Sells

1
+$80.8M
2
+$70.5M
3
+$49.7M
4
ADSK icon
Autodesk
ADSK
+$38M
5
AZPN
ASPEN TECHNOLOGY INC
AZPN
+$37.5M

Sector Composition

1 Technology 19.52%
2 Financials 15.64%
3 Healthcare 14.3%
4 Consumer Discretionary 12.01%
5 Industrials 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10.9M 0.11%
923,297
+170,426
227
$10.9M 0.11%
183,948
+67,298
228
$10.7M 0.11%
149,623
-57,263
229
$10.7M 0.11%
+124,371
230
$10.7M 0.1%
328,291
+126,908
231
$10.7M 0.1%
459,236
+75,022
232
$10.5M 0.1%
413,699
+200,270
233
$10.5M 0.1%
219,986
+5,608
234
$10.4M 0.1%
162,079
-1,098,522
235
$10.4M 0.1%
280,421
-123,591
236
$10.3M 0.1%
346,312
+33,577
237
$10.3M 0.1%
21,235
-57,621
238
$10.2M 0.1%
680,105
+380,905
239
$10.1M 0.1%
1,110,145
+742,636
240
$10.1M 0.1%
288,676
+22,196
241
$10.1M 0.1%
+548,928
242
$9.99M 0.1%
666,159
-245,430
243
$9.95M 0.1%
411,838
-22,440
244
$9.94M 0.1%
112,809
+104,379
245
$9.92M 0.1%
105,991
-2,031
246
$9.9M 0.1%
214,340
+35,608
247
$9.79M 0.1%
172,980
+44,648
248
$9.69M 0.1%
82,642
-55,320
249
$9.65M 0.09%
169,058
-325,898
250
$9.64M 0.09%
349,265
+84,643
8 9
10
11 12