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
276
$4.78M 0.09%
+71,010
277
$4.75M 0.08%
87,470
+15,840
278
$4.67M 0.08%
46,260
+3,920
279
$4.62M 0.08%
+36,734
280
$4.59M 0.08%
30,200
281
$4.57M 0.08%
33,552
+334
282
$4.57M 0.08%
447,209
+130,622
283
$4.42M 0.08%
162,640
+150,640
284
$4.37M 0.08%
38,740
-2,360
285
$4.36M 0.08%
64,095
+19,724
286
$4.35M 0.08%
508,762
-144,625
287
$4.33M 0.08%
51,100
+6,430
288
$4.31M 0.08%
175,850
+20,360
289
$4.26M 0.08%
25,740
-2,480
290
$4.25M 0.08%
436,838
+402,838
291
$4.21M 0.08%
121,310
+8,340
292
$4.21M 0.08%
299,600
-143,750
293
$4.18M 0.07%
+71,442
294
$4.16M 0.07%
104,280
+12,800
295
$4.15M 0.07%
78,537
+45,347
296
$4.11M 0.07%
7,942
+1,232
297
$4.05M 0.07%
548,650
+396,100
298
$4.02M 0.07%
245,306
-22,200
299
$4.02M 0.07%
161,020
-13,093
300
$3.98M 0.07%
66,278
-4,300
10 11
12
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