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
451
$2.74M 0.04%
120,218
+5,160
452
$2.74M 0.04%
132,600
+54,600
453
$2.73M 0.04%
29,914
+8,240
454
$2.72M 0.04%
123,144
-3,300
455
$2.69M 0.04%
320,440
+57,500
456
$2.69M 0.04%
31,880
+15,760
457
$2.69M 0.04%
+206,800
458
$2.67M 0.04%
169,980
+20,800
459
$2.66M 0.04%
116,783
-22,180
460
$2.64M 0.04%
17,460
461
$2.63M 0.04%
150,189
+127,599
462
$2.63M 0.04%
+114,143
463
$2.62M 0.04%
323,645
+50,400
464
$2.6M 0.04%
14,780
+6,050
465
$2.6M 0.04%
348,385
-50,112
466
$2.58M 0.04%
103,700
+74,800
467
$2.55M 0.04%
85,969
+49,378
468
$2.55M 0.04%
187,399
+11,820
469
$2.54M 0.04%
30,538
+18,128
470
$2.54M 0.04%
128,442
+48,225
471
$2.54M 0.04%
54,749
-2,530
472
$2.51M 0.04%
+126,348
473
$2.47M 0.04%
114,814
-32,692
474
$2.47M 0.04%
43,067
+25,470
475
$2.46M 0.04%
120,048
-34,830
17 18
19
20 21