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
326
$3.71M 0.07%
250,906
+16,800
327
$3.68M 0.06%
91,980
-74,320
328
$3.67M 0.06%
57,420
+47,680
329
$3.67M 0.06%
255,722
+27,800
330
$3.64M 0.06%
+201,310
331
$3.58M 0.06%
410,670
+91,270
332
$3.57M 0.06%
199,598
+19,200
333
$3.51M 0.06%
94,887
-1,501
334
$3.5M 0.06%
98,522
+14,330
335
$3.49M 0.06%
84,840
-3,100
336
$3.46M 0.06%
106,236
+10,510
337
$3.45M 0.06%
98,437
-430
338
$3.45M 0.06%
28,340
-1,840
339
$3.43M 0.06%
65,125
-5,550
340
$3.43M 0.06%
51,022
-2,505
341
$3.41M 0.06%
+59,860
342
$3.4M 0.06%
228,127
-168,100
343
$3.4M 0.06%
71,840
+2,060
344
$3.36M 0.06%
73,260
+1,910
345
$3.34M 0.06%
150,294
+18,580
346
$3.32M 0.06%
104,770
-1,610
347
$3.3M 0.06%
92,772
+27,890
348
$3.29M 0.06%
55,310
-50,010
349
$3.28M 0.06%
203,766
-26,626
350
$3.27M 0.06%
91,124
+53,620
12 13
14
15 16