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
401
$2.19M 0.04%
114,129
+48,094
402
$2.19M 0.04%
20,265
-70,528
403
$2.17M 0.04%
49,570
-1,640
404
$2.14M 0.04%
68,013
-27,902
405
$2.13M 0.04%
91,032
-24,344
406
$2.12M 0.04%
16,800
+5,600
407
$2.1M 0.04%
28,090
-4,320
408
$2.09M 0.04%
212,000
+53,320
409
$2.09M 0.04%
74,450
-36,430
410
$2.07M 0.04%
58,191
+19,900
411
$2.06M 0.04%
+98,300
412
$2.02M 0.04%
32,290
413
$2.02M 0.04%
33,640
414
$2.02M 0.04%
17,800
+1,860
415
$2M 0.04%
66,475
+1,110
416
$2M 0.04%
7,752
-3,146
417
$1.98M 0.04%
+91,600
418
$1.96M 0.03%
50,368
-5,430
419
$1.95M 0.03%
+30,575
420
$1.94M 0.03%
44,330
-23,238
421
$1.94M 0.03%
53,420
+25,580
422
$1.94M 0.03%
209,680
-985,343
423
$1.92M 0.03%
398,074
-800
424
$1.92M 0.03%
111,393
-11,735
425
$1.92M 0.03%
25,220
-260
15 16
17
18 19