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
301
$5.93M 0.09%
+576,725
302
$5.87M 0.08%
301,568
+42,600
303
$5.83M 0.08%
217,689
+60,190
304
$5.82M 0.08%
88,634
+6,820
305
$5.79M 0.08%
43,580
+13,550
306
$5.69M 0.08%
261,266
+57,500
307
$5.67M 0.08%
1,189,811
+445,900
308
$5.61M 0.08%
81,910
+26,600
309
$5.61M 0.08%
+63,114
310
$5.59M 0.08%
245,847
-141,500
311
$5.56M 0.08%
272,254
+133,090
312
$5.55M 0.08%
271,878
+20,340
313
$5.54M 0.08%
152,690
-5,380
314
$5.51M 0.08%
285,248
+87,240
315
$5.5M 0.08%
200,855
-25,600
316
$5.44M 0.08%
87,282
+17,590
317
$5.44M 0.08%
219,455
+35,680
318
$5.42M 0.08%
1,843,289
+372,500
319
$5.38M 0.08%
327,706
+76,800
320
$5.37M 0.08%
257,366
+237,786
321
$5.36M 0.08%
7,849
+7,516
322
$5.35M 0.08%
66,210
-14,868
323
$5.3M 0.08%
78,757
+4,510
324
$5.22M 0.08%
637,560
+222,708
325
$5.12M 0.07%
232,130
+29,500
11 12
13
14 15