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
251
$7.55M 0.11%
160,181
+132,101
252
$7.52M 0.11%
42,614
+36,694
253
$7.52M 0.11%
1,003,468
+352,379
254
$7.5M 0.11%
243,601
+38,620
255
$7.47M 0.11%
166,280
-380
256
$7.45M 0.11%
+213,570
257
$7.42M 0.11%
461,178
+133,700
258
$7.42M 0.11%
+84,169
259
$7.4M 0.11%
606,796
+18,600
260
$7.36M 0.11%
+77,950
261
$7.34M 0.11%
220,589
+64,900
262
$7.32M 0.11%
316,110
+11,600
263
$7.21M 0.1%
290,792
+90,796
264
$7.17M 0.1%
219,420
-9,394
265
$7.17M 0.1%
192,934
+97,310
266
$7.12M 0.1%
1,203,114
+332,000
267
$7.06M 0.1%
+82,490
268
$7.05M 0.1%
130,079
+2,790
269
$7.04M 0.1%
44,957
+18,700
270
$7.04M 0.1%
876,225
+119,267
271
$7.03M 0.1%
145,254
+18,110
272
$6.95M 0.1%
294,109
+143,815
273
$6.91M 0.1%
211,057
+59,730
274
$6.88M 0.1%
+94,205
275
$6.77M 0.1%
543,985
+3,800
9 10
11
12 13