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
401
$3.41M 0.05%
168,203
+68,851
402
$3.41M 0.05%
121,780
-40,188
403
$3.41M 0.05%
114,880
+38,710
404
$3.4M 0.05%
67,900
+18,900
405
$3.36M 0.05%
22,460
+3,670
406
$3.34M 0.05%
150,527
-142,740
407
$3.28M 0.05%
183,763
+65,037
408
$3.25M 0.05%
84,655
+29,720
409
$3.24M 0.05%
188,029
+58,400
410
$3.23M 0.05%
79,268
+10,031
411
$3.2M 0.05%
+78,877
412
$3.2M 0.05%
352,006
+85,522
413
$3.18M 0.05%
+171,570
414
$3.18M 0.05%
+438,871
415
$3.17M 0.05%
77,751
+7,480
416
$3.15M 0.05%
131,464
+10,740
417
$3.14M 0.05%
146,078
+38,700
418
$3.13M 0.05%
94,618
+77,408
419
$3.13M 0.05%
288,791
420
$3.09M 0.04%
87,880
+23,330
421
$3.09M 0.04%
361,827
+132,451
422
$3.08M 0.04%
190,226
-37,901
423
$3.08M 0.04%
45,350
+31,090
424
$3.07M 0.04%
76,556
+9,872
425
$3.03M 0.04%
231,284
+100,098
15 16
17
18 19