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
251
$5.2M 0.09%
293,267
-79,160
252
$5.2M 0.09%
67,010
+45,560
253
$5.11M 0.09%
67,870
+14,210
254
$5.11M 0.09%
178,613
+28,738
255
$5.09M 0.09%
236,206
-32,743
256
$5.09M 0.09%
331,997
-33,738
257
$5.09M 0.09%
129,286
-14,850
258
$5.08M 0.09%
215,135
+39,206
259
$5.05M 0.09%
210,078
+117,126
260
$5.05M 0.09%
199,996
+4,040
261
$5.03M 0.09%
112,800
+9,690
262
$5.02M 0.09%
+226,455
263
$4.99M 0.09%
304,138
+140,825
264
$4.98M 0.09%
178,257
+30
265
$4.95M 0.09%
102,339
-116,545
266
$4.95M 0.09%
81,814
-1,700
267
$4.94M 0.09%
+22,570
268
$4.94M 0.09%
74,247
+1,130
269
$4.82M 0.08%
51,753
+27,521
270
$4.81M 0.08%
155,689
-19,186
271
$4.8M 0.08%
151,111
-10,100
272
$4.79M 0.08%
327,478
-23,500
273
$4.76M 0.08%
168,501
+43,707
274
$4.75M 0.08%
+418,609
275
$4.68M 0.08%
435,684
-5,900
9 10
11
12 13