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
451
$1.72M 0.03%
330,310
-148,036
452
$1.7M 0.03%
115,000
-4,100
453
$1.69M 0.03%
74,500
+16,400
454
$1.68M 0.03%
117,133
-26,330
455
$1.65M 0.03%
387,683
-51,166
456
$1.65M 0.03%
76,810
-400
457
$1.65M 0.03%
2,598
-1,627
458
$1.64M 0.03%
113,695
+17,211
459
$1.64M 0.03%
96,817
-10,100
460
$1.64M 0.03%
+54,556
461
$1.63M 0.03%
+45,955
462
$1.63M 0.03%
41,530
+2,380
463
$1.63M 0.03%
19,570
+7,327
464
$1.63M 0.03%
40,878
-1,000
465
$1.62M 0.03%
22,208
+11,316
466
$1.61M 0.03%
50,910
+3,410
467
$1.61M 0.03%
2,647
-7,671
468
$1.61M 0.03%
52,540
-7,380
469
$1.6M 0.03%
85,111
+8,060
470
$1.59M 0.03%
89,637
-19,704
471
$1.58M 0.03%
34,530
+25,450
472
$1.57M 0.03%
43,508
-22,427
473
$1.57M 0.03%
14,798
-8,927
474
$1.57M 0.03%
237,700
475
$1.56M 0.03%
24,740
-99,906
17 18
19
20 21