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
426
$3.72M 0.04%
203,045
+18,657
427
$3.64M 0.04%
367,727
+75,613
428
$3.62M 0.04%
+48,349
429
$3.62M 0.04%
187,111
+163,911
430
$3.6M 0.04%
255,563
+35,312
431
$3.57M 0.04%
163,573
-1,300
432
$3.57M 0.04%
229,252
+11,852
433
$3.55M 0.03%
443,974
-71,582
434
$3.55M 0.03%
305,663
+42,348
435
$3.54M 0.03%
166,613
-7,205
436
$3.52M 0.03%
139,427
+100,847
437
$3.52M 0.03%
457,171
+146,327
438
$3.52M 0.03%
62,099
-32,660
439
$3.48M 0.03%
1,235,411
-58,100
440
$3.46M 0.03%
179,605
+2,284
441
$3.46M 0.03%
47,990
+31,700
442
$3.45M 0.03%
116,745
+26,516
443
$3.44M 0.03%
149,325
+36,277
444
$3.44M 0.03%
241,723
+110,081
445
$3.43M 0.03%
3,063,821
+1,459,826
446
$3.43M 0.03%
38,277
+34,355
447
$3.4M 0.03%
55,698
+5,004
448
$3.4M 0.03%
77,521
+18,518
449
$3.4M 0.03%
185,141
+3,332
450
$3.32M 0.03%
168,682
+37,403
16 17
18
19 20