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
276
$6.7M 0.1%
376,354
+66,600
277
$6.68M 0.1%
150,838
+58,066
278
$6.65M 0.1%
607,825
+108,491
279
$6.64M 0.1%
484,484
+48,800
280
$6.57M 0.09%
208,190
+22,290
281
$6.53M 0.09%
+81,505
282
$6.49M 0.09%
170,439
+71,150
283
$6.47M 0.09%
239,427
+61,170
284
$6.43M 0.09%
127,798
-85,866
285
$6.37M 0.09%
235,577
+67,076
286
$6.37M 0.09%
161,990
-63,330
287
$6.36M 0.09%
291,274
-12,864
288
$6.35M 0.09%
306,997
+90,070
289
$6.34M 0.09%
151,292
+45,230
290
$6.34M 0.09%
84,155
-188,470
291
$6.32M 0.09%
138,686
-43,280
292
$6.27M 0.09%
337,239
+5,242
293
$6.24M 0.09%
96,377
-22,511
294
$6.11M 0.09%
47,107
-68,962
295
$6.09M 0.09%
268,813
+94,070
296
$6.09M 0.09%
244,080
-60,780
297
$6.07M 0.09%
190,357
+40,420
298
$6.06M 0.09%
202,004
-29,720
299
$6.05M 0.09%
87,944
-33,480
300
$5.96M 0.09%
71,054
+25,610
10 11
12
13 14