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
$5.6B
AUM Growth
+$769M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,266
New
Increased
Reduced
Closed

Top Buys

1
+$49.4M
2
+$41.5M
3
+$29.9M
4
A icon
Agilent Technologies
A
+$25.8M
5
BWXT icon
BWX Technologies
BWXT
+$24.3M

Top Sells

1
+$27.1M
2
+$25.6M
3
+$24.7M
4
AAPL icon
Apple
AAPL
+$24.2M
5
CDNS icon
Cadence Design Systems
CDNS
+$23.2M

Sector Composition

1 Technology 19.55%
2 Financials 15.15%
3 Healthcare 14.96%
4 Consumer Discretionary 10.52%
5 Industrials 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2.91M 0.05%
+75,120
352
$2.91M 0.05%
47,460
-9,050
353
$2.89M 0.05%
39,835
354
$2.88M 0.05%
97,475
+23,800
355
$2.88M 0.05%
+116,700
356
$2.88M 0.05%
45,430
+30,400
357
$2.86M 0.05%
+126,100
358
$2.85M 0.05%
355,936
+6,600
359
$2.83M 0.05%
+40,475
360
$2.82M 0.05%
1,074
-5
361
$2.81M 0.05%
198,086
+19,600
362
$2.77M 0.05%
111,653
+44,163
363
$2.76M 0.05%
264,299
-71,500
364
$2.74M 0.05%
+98,670
365
$2.66M 0.05%
+28,390
366
$2.65M 0.05%
+40,538
367
$2.64M 0.05%
76,380
-2,850
368
$2.62M 0.05%
27,311
+18,331
369
$2.61M 0.05%
440,887
+161,752
370
$2.6M 0.05%
116,128
+49,990
371
$2.59M 0.05%
18,130
-1,630
372
$2.57M 0.05%
66,580
-24,400
373
$2.56M 0.05%
31,400
-66,350
374
$2.56M 0.05%
368,207
-22,600
375
$2.55M 0.05%
45,800
+41,020
13 14
15
16 17