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
351
$4.35M 0.06%
125,686
+29,710
352
$4.35M 0.06%
49,970
-12,270
353
$4.31M 0.06%
+35,487
354
$4.3M 0.06%
138,096
-117,151
355
$4.3M 0.06%
75,150
+19,160
356
$4.29M 0.06%
604,588
+156,500
357
$4.28M 0.06%
+52,690
358
$4.27M 0.06%
93,840
+71,700
359
$4.24M 0.06%
123,409
-351,572
360
$4.22M 0.06%
147,747
+66,686
361
$4.2M 0.06%
63,633
+31,870
362
$4.17M 0.06%
106,095
+15,590
363
$4.16M 0.06%
150,810
-210,070
364
$4.16M 0.06%
759,813
+180,500
365
$4.12M 0.06%
145,191
-81,230
366
$4.08M 0.06%
33,290
+12,100
367
$4.07M 0.06%
+65,725
368
$4.05M 0.06%
79,219
-9,209
369
$4.05M 0.06%
932,580
-216,403
370
$4.04M 0.06%
131,520
+45,963
371
$4.01M 0.06%
+118,382
372
$4.01M 0.06%
77,360
+4,100
373
$3.98M 0.06%
183,381
+29,620
374
$3.97M 0.06%
377,745
+109,830
375
$3.91M 0.06%
+81,190
13 14
15
16 17