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
451
$3.31M 0.03%
703,819
+177,359
452
$3.3M 0.03%
34,452
-1,728
453
$3.27M 0.03%
127,118
+41,886
454
$3.26M 0.03%
64,092
+282
455
$3.24M 0.03%
142,960
+14,318
456
$3.22M 0.03%
98,239
+77,589
457
$3.18M 0.03%
50,286
+11,406
458
$3.18M 0.03%
+754,798
459
$3.15M 0.03%
177,522
-311,480
460
$3.14M 0.03%
901,105
+771,906
461
$3.13M 0.03%
+112,962
462
$3.11M 0.03%
211,589
+37,629
463
$3.08M 0.03%
50,070
-2,860
464
$3.07M 0.03%
138,951
-26,979
465
$3.06M 0.03%
+77,298
466
$3.06M 0.03%
71,603
+27,115
467
$2.99M 0.03%
+111,089
468
$2.99M 0.03%
63,851
+43,731
469
$2.97M 0.03%
16,900
-560
470
$2.96M 0.03%
+99,928
471
$2.96M 0.03%
46,185
-1,350
472
$2.95M 0.03%
578,014
+152,016
473
$2.94M 0.03%
26,240
+2,810
474
$2.94M 0.03%
+771,381
475
$2.93M 0.03%
+77,026
17 18
19
20 21