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
251
$9.57M 0.09%
309,243
+40,715
252
$9.56M 0.09%
1,278,293
+354,178
253
$9.55M 0.09%
389,861
+253,102
254
$9.54M 0.09%
157,595
+117,125
255
$9.54M 0.09%
307,002
-162,005
256
$9.42M 0.09%
138,751
+3,269
257
$9.36M 0.09%
191,264
+12,642
258
$9.26M 0.09%
519,531
+137,085
259
$9.22M 0.09%
127,650
+18,840
260
$9.17M 0.09%
36,555
-20,300
261
$9.16M 0.09%
188,163
-11,338
262
$9.14M 0.09%
1,924,301
+225,404
263
$9.13M 0.09%
130,861
-149,123
264
$9.12M 0.09%
867,164
-38,996
265
$9.02M 0.09%
43,023
-1,754
266
$8.91M 0.09%
355,711
-15,480
267
$8.87M 0.09%
624,567
+215,474
268
$8.85M 0.09%
727,387
+213,067
269
$8.75M 0.09%
+177,946
270
$8.67M 0.09%
302,259
+56,847
271
$8.64M 0.08%
359,193
+44,922
272
$8.62M 0.08%
205,239
+136,912
273
$8.56M 0.08%
105,506
-20,778
274
$8.55M 0.08%
1,823,636
+27,888
275
$8.48M 0.08%
122,949
-52,449
9 10
11
12 13