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
$5.69B
AUM Growth
-$1.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1
+$60M
2
+$24M
3
+$22.6M
4
TJX icon
TJX Companies
TJX
+$20.5M
5
SNPS icon
Synopsys
SNPS
+$18.9M

Top Sells

1
+$45.2M
2
+$25.3M
3
+$22.9M
4
ACN icon
Accenture
ACN
+$21.4M
5
GM icon
General Motors
GM
+$19.6M

Sector Composition

1 Technology 19.85%
2 Financials 17.71%
3 Consumer Discretionary 12.6%
4 Healthcare 11.49%
5 Industrials 11.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$4.15M 0.07%
202,630
-2,300
302
$4.15M 0.07%
216,927
-3,270
303
$4.14M 0.07%
173,986
-7,740
304
$4.11M 0.07%
306,918
+37,700
305
$4.09M 0.07%
+302,010
306
$4.08M 0.07%
158,070
+30,500
307
$4.06M 0.07%
226,205
+11,336
308
$4.05M 0.07%
+194,850
309
$4.05M 0.07%
296,120
310
$4.03M 0.07%
279,648
+28,400
311
$4.03M 0.07%
106,566
+19,750
312
$4.02M 0.07%
106,824
-1,500
313
$4M 0.07%
+367,979
314
$3.98M 0.07%
184,141
+45,400
315
$3.97M 0.07%
651,089
+4,000
316
$3.93M 0.07%
+318,853
317
$3.92M 0.07%
24,510
-33,220
318
$3.9M 0.07%
39,000
-24,710
319
$3.88M 0.07%
161,968
+20,800
320
$3.82M 0.07%
33,200
-33,770
321
$3.79M 0.07%
113,329
-584,520
322
$3.77M 0.07%
176,340
-45,880
323
$3.76M 0.07%
157,499
+9,510
324
$3.74M 0.07%
183,775
+21,303
325
$3.73M 0.07%
199,591
+170,071
11 12
13
14 15