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
$10.2B
AUM Growth
+$2.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,109
New
Increased
Reduced
Closed

Top Buys

1
+$61M
2
+$56.5M
3
+$51.8M
4
AAPL icon
Apple
AAPL
+$47.8M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$47.2M

Top Sells

1
+$80.8M
2
+$70.5M
3
+$49.7M
4
ADSK icon
Autodesk
ADSK
+$38M
5
AZPN
ASPEN TECHNOLOGY INC
AZPN
+$37.5M

Sector Composition

1 Technology 19.52%
2 Financials 15.64%
3 Healthcare 14.3%
4 Consumer Discretionary 12.01%
5 Industrials 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$7.49M 0.07%
331,536
+74,285
302
$7.45M 0.07%
+192,664
303
$7.38M 0.07%
551,039
-11,247
304
$7.32M 0.07%
320,087
+69,998
305
$7.3M 0.07%
213,099
-232,943
306
$7.3M 0.07%
2,116,417
+488,632
307
$7.29M 0.07%
322,336
+12,208
308
$7.28M 0.07%
1,092,890
+736,719
309
$7.25M 0.07%
85,441
-427,947
310
$7.19M 0.07%
+38,407
311
$7.14M 0.07%
194,812
+28,669
312
$7.08M 0.07%
27,121
-9,743
313
$7.07M 0.07%
749,818
+739,694
314
$7.07M 0.07%
341,391
+50,294
315
$7.07M 0.07%
239,077
+197,587
316
$7.07M 0.07%
76,364
-175,676
317
$6.98M 0.07%
144,806
+38,587
318
$6.97M 0.07%
315,784
-221,954
319
$6.9M 0.07%
77,589
+27,995
320
$6.85M 0.07%
87,550
+42,268
321
$6.82M 0.07%
+1,091,108
322
$6.69M 0.07%
67,674
+50,869
323
$6.67M 0.07%
454,134
+73,076
324
$6.63M 0.07%
41,416
-17,404
325
$6.55M 0.06%
519,138
+234,997
11 12
13
14 15