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
301
$3.89M 0.07%
+30,760
302
$3.87M 0.07%
43,870
-98,950
303
$3.81M 0.07%
146,050
304
$3.78M 0.07%
115,040
-28,300
305
$3.76M 0.07%
186,631
+2,000
306
$3.74M 0.07%
832,727
-28,500
307
$3.73M 0.07%
158,279
-36,782
308
$3.72M 0.07%
478,410
-5,600
309
$3.7M 0.07%
138,618
-44,100
310
$3.66M 0.07%
129,150
+67,100
311
$3.63M 0.06%
71,185
-6,600
312
$3.62M 0.06%
427,579
+88,579
313
$3.62M 0.06%
66,637
+200
314
$3.62M 0.06%
124,220
-237,371
315
$3.61M 0.06%
+165,085
316
$3.61M 0.06%
58,204
+36,824
317
$3.6M 0.06%
321,865
+35,956
318
$3.59M 0.06%
71,713
-630
319
$3.57M 0.06%
361,066
-27,400
320
$3.52M 0.06%
117,754
+108,624
321
$3.52M 0.06%
42,180
-45,830
322
$3.5M 0.06%
19,694
-41,712
323
$3.46M 0.06%
143,345
+14,565
324
$3.44M 0.06%
257,494
-32,075
325
$3.43M 0.06%
66,508
+22,668
11 12
13
14 15