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
426
$3.02M 0.04%
36,744
+15,970
427
$3M 0.04%
+24,490
428
$2.99M 0.04%
224,086
+206,586
429
$2.95M 0.04%
56,562
+4,780
430
$2.94M 0.04%
+85,720
431
$2.94M 0.04%
201,343
+54,378
432
$2.94M 0.04%
79,117
+43,060
433
$2.94M 0.04%
75,356
-26,536
434
$2.93M 0.04%
20,980
+2,640
435
$2.93M 0.04%
169,578
-31,732
436
$2.93M 0.04%
102,318
+34,610
437
$2.93M 0.04%
152,118
-26,019
438
$2.92M 0.04%
94,876
-11,360
439
$2.91M 0.04%
35,180
+8,690
440
$2.88M 0.04%
77,650
+56,100
441
$2.88M 0.04%
109,356
+14,543
442
$2.86M 0.04%
66,800
+61,800
443
$2.84M 0.04%
98,500
+7,376
444
$2.84M 0.04%
104,582
+34,300
445
$2.83M 0.04%
+68,676
446
$2.83M 0.04%
4,616
-4,508
447
$2.79M 0.04%
56,020
+17,140
448
$2.78M 0.04%
42,600
-24,410
449
$2.77M 0.04%
96,229
-18,570
450
$2.77M 0.04%
+93,145
16 17
18
19 20