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
251
$5.51M 0.1%
45,469
-1,130
252
$5.5M 0.1%
61,330
+19,290
253
$5.47M 0.1%
94,898
-110
254
$5.43M 0.1%
105,491
-108,303
255
$5.43M 0.1%
22,800
+11,159
256
$5.42M 0.1%
205,080
+5,460
257
$5.39M 0.1%
47,348
-6,820
258
$5.38M 0.1%
+180,180
259
$5.31M 0.09%
405,937
-18,300
260
$5.26M 0.09%
+130,160
261
$5.22M 0.09%
183,256
+25,936
262
$5.21M 0.09%
+219,830
263
$5.19M 0.09%
+226,524
264
$5.15M 0.09%
134,120
-109,240
265
$5.09M 0.09%
576,549
+261,700
266
$5.06M 0.09%
9,640
-11,342
267
$5.05M 0.09%
+145,824
268
$5.04M 0.09%
447,100
+83,500
269
$4.97M 0.09%
215,741
+52,580
270
$4.97M 0.09%
82,751
-8,057
271
$4.95M 0.09%
195,012
-39,630
272
$4.91M 0.09%
126,453
-29,247
273
$4.83M 0.09%
41,840
-82,750
274
$4.79M 0.09%
172,650
+99,450
275
$4.78M 0.09%
111,628
+89,868
9 10
11
12 13