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
$5.69B
AUM Growth
-$1.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1
+$60M
2
+$24M
3
+$22.6M
4
TJX icon
TJX Companies
TJX
+$20.5M
5
SNPS icon
Synopsys
SNPS
+$18.9M

Top Sells

1
+$45.2M
2
+$25.3M
3
+$22.9M
4
ACN icon
Accenture
ACN
+$21.4M
5
GM icon
General Motors
GM
+$19.6M

Sector Composition

1 Technology 19.85%
2 Financials 17.71%
3 Consumer Discretionary 12.6%
4 Healthcare 11.49%
5 Industrials 11.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2.05M 0.04%
15,300
-20,203
452
$2.04M 0.04%
26,490
-19,010
453
$2.04M 0.04%
34,110
+18,110
454
$2.04M 0.04%
+131,186
455
$2.02M 0.04%
436,195
+36,300
456
$2.02M 0.04%
76,170
+7,950
457
$2.02M 0.04%
+12,470
458
$2.01M 0.04%
39,790
-25,540
459
$2.01M 0.04%
203,964
+108,600
460
$2M 0.04%
+88,460
461
$2M 0.04%
35,610
+3,110
462
$1.99M 0.03%
138,963
+83,980
463
$1.98M 0.03%
230,095
-13,852
464
$1.97M 0.03%
81,061
+17,315
465
$1.96M 0.03%
18,200
-45,720
466
$1.95M 0.03%
64,550
+10,830
467
$1.95M 0.03%
74,278
+1,130
468
$1.94M 0.03%
118,726
-11,400
469
$1.92M 0.03%
26,140
-5,782
470
$1.9M 0.03%
+266,484
471
$1.89M 0.03%
398,497
-12,800
472
$1.88M 0.03%
45,528
-3,242
473
$1.87M 0.03%
18,790
-14,170
474
$1.85M 0.03%
262,940
-2,600
475
$1.83M 0.03%
+135,871
17 18
19
20 21