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
326
$6.55M 0.06%
187,249
-56,024
327
$6.49M 0.06%
181,319
-1,345
328
$6.49M 0.06%
168,843
+27,044
329
$6.42M 0.06%
1,280,968
+284,542
330
$6.38M 0.06%
145,477
-63,619
331
$6.29M 0.06%
+80,009
332
$6.27M 0.06%
466,926
+143,622
333
$6.09M 0.06%
76,959
+11,929
334
$6.09M 0.06%
254,049
+139,601
335
$6.05M 0.06%
271,870
+46,178
336
$6.04M 0.06%
52,120
-610
337
$6.04M 0.06%
221,931
+27,931
338
$6.02M 0.06%
32,830
-207,371
339
$6.01M 0.06%
234,304
-108,104
340
$5.95M 0.06%
+1,086,040
341
$5.9M 0.06%
39,475
+205
342
$5.86M 0.06%
141,452
+20,072
343
$5.83M 0.06%
339,477
-15,018
344
$5.72M 0.06%
263,650
+161,139
345
$5.67M 0.06%
573,033
+8,339
346
$5.65M 0.06%
90,437
+17,095
347
$5.65M 0.06%
15,796
+3,192
348
$5.55M 0.05%
73,652
+24,537
349
$5.5M 0.05%
161,730
+144,927
350
$5.5M 0.05%
196,307
+129,447
12 13
14
15 16