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
401
$4.32M 0.04%
123,491
+64,232
402
$4.32M 0.04%
108,116
-10,900
403
$4.28M 0.04%
57,210
+13,152
404
$4.28M 0.04%
1,015,629
+4,316
405
$4.26M 0.04%
+106,051
406
$4.24M 0.04%
346,391
+67,479
407
$4.22M 0.04%
+82,870
408
$4.2M 0.04%
49,890
-36,443
409
$4.19M 0.04%
68,296
+956
410
$4.19M 0.04%
+153,250
411
$4.16M 0.04%
30,124
+231
412
$4.1M 0.04%
201,325
-125,856
413
$4.1M 0.04%
+498,904
414
$4.08M 0.04%
89,358
+33,761
415
$4M 0.04%
92,786
+33,102
416
$3.99M 0.04%
130,859
-365,337
417
$3.99M 0.04%
27,260
-4,556
418
$3.97M 0.04%
196,807
+167,527
419
$3.93M 0.04%
445,587
+37,063
420
$3.91M 0.04%
375,241
+344,441
421
$3.85M 0.04%
493,394
-261,875
422
$3.82M 0.04%
124,459
-4,309
423
$3.81M 0.04%
117,310
+24,097
424
$3.77M 0.04%
175,999
+92,137
425
$3.74M 0.04%
282,183
+43,250
15 16
17
18 19