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
426
$1.9M 0.03%
276,330
+84,230
427
$1.89M 0.03%
118,000
+11,800
428
$1.89M 0.03%
85,384
+51,697
429
$1.88M 0.03%
331,800
+251,900
430
$1.85M 0.03%
24,900
431
$1.85M 0.03%
26,900
432
$1.85M 0.03%
134,030
+95,100
433
$1.84M 0.03%
63,770
+20,367
434
$1.84M 0.03%
51,420
+3,510
435
$1.81M 0.03%
19,590
+11,860
436
$1.8M 0.03%
33,100
+14,750
437
$1.79M 0.03%
65,150
438
$1.78M 0.03%
55,000
+9,800
439
$1.78M 0.03%
154,400
-326,170
440
$1.77M 0.03%
+88,700
441
$1.77M 0.03%
35,290
-500
442
$1.77M 0.03%
22,280
-18,800
443
$1.76M 0.03%
33,870
+11,167
444
$1.76M 0.03%
198,800
-800
445
$1.75M 0.03%
57,970
446
$1.75M 0.03%
40,936
+9,092
447
$1.75M 0.03%
41,261
-9,077
448
$1.74M 0.03%
120,594
-107,310
449
$1.74M 0.03%
272,877
+57,918
450
$1.72M 0.03%
42,390
-85,310
16 17
18
19 20