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
351
$5.5M 0.05%
44,342
+4,050
352
$5.46M 0.05%
208,379
-49,290
353
$5.43M 0.05%
+173,376
354
$5.43M 0.05%
+511,730
355
$5.4M 0.05%
505,987
+123,672
356
$5.33M 0.05%
77,750
-70,592
357
$5.32M 0.05%
106,744
-14,715
358
$5.3M 0.05%
85,787
+14,413
359
$5.3M 0.05%
175,741
+45,994
360
$5.28M 0.05%
38,284
+7,634
361
$5.22M 0.05%
98,616
+43,436
362
$5.21M 0.05%
71,894
+39,053
363
$5.21M 0.05%
93,930
-16,252
364
$5.2M 0.05%
166,682
-74,679
365
$5.19M 0.05%
280,934
+118,594
366
$5.19M 0.05%
124,250
+21,424
367
$5.15M 0.05%
126,144
+6,319
368
$5.13M 0.05%
68,558
-3,743
369
$5.12M 0.05%
84,724
-72,116
370
$5.11M 0.05%
281,828
+98,821
371
$5.11M 0.05%
263,937
+20,344
372
$5.05M 0.05%
+39,317
373
$5.05M 0.05%
191,259
+31,928
374
$5.04M 0.05%
+92,031
375
$5.03M 0.05%
154,306
+25,590
13 14
15
16 17