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
376
$4.98M 0.05%
314,325
+24,513
377
$4.97M 0.05%
579,286
+118,819
378
$4.95M 0.05%
97,542
+16,627
379
$4.94M 0.05%
100,791
+25,271
380
$4.91M 0.05%
246,156
+47,306
381
$4.81M 0.05%
157,536
-19,454
382
$4.81M 0.05%
267,150
+109,019
383
$4.8M 0.05%
55,470
+31,988
384
$4.78M 0.05%
174,544
+68,792
385
$4.71M 0.05%
+95,704
386
$4.7M 0.05%
+27,569
387
$4.66M 0.05%
132,330
-60,370
388
$4.66M 0.05%
19,587
+4,794
389
$4.64M 0.05%
439,011
+50,417
390
$4.61M 0.05%
178,017
+17,299
391
$4.59M 0.05%
+146,192
392
$4.44M 0.04%
400,362
+119,271
393
$4.43M 0.04%
40,417
-14,843
394
$4.4M 0.04%
+126,077
395
$4.39M 0.04%
218,364
+19,243
396
$4.39M 0.04%
42,438
-31,827
397
$4.37M 0.04%
59,231
-41,433
398
$4.35M 0.04%
1,102,397
+680,691
399
$4.34M 0.04%
61,272
-15,205
400
$4.33M 0.04%
333,868
+33,282
14 15
16
17 18