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
26
$36.8M 0.65%
1,798,336
+165,200
27
$36.4M 0.64%
422,055
+52,775
28
$35.5M 0.62%
222,564
+64,932
29
$35.4M 0.62%
864,272
-26,680
30
$35.1M 0.62%
563,400
+44,130
31
$35M 0.62%
418,817
+490
32
$34.5M 0.61%
417,632
+50,550
33
$33.8M 0.59%
2,401,305
+115,300
34
$33.5M 0.59%
349,937
-15,847
35
$33.1M 0.58%
561,296
+211,687
36
$30.8M 0.54%
768,162
+42,822
37
$29.4M 0.52%
528,477
-1,001
38
$28.8M 0.51%
280,844
+49,695
39
$28.5M 0.5%
199,149
-5,479
40
$28.3M 0.5%
2,141,776
+327,500
41
$28.3M 0.5%
597,260
+269,320
42
$27.5M 0.48%
126,296
-26,050
43
$27.3M 0.48%
452,490
-58,310
44
$27.2M 0.48%
431,349
+23,590
45
$27M 0.48%
1,004,547
-84,883
46
$26.8M 0.47%
223,320
-11,754
47
$25.9M 0.46%
304,210
-85,970
48
$24.5M 0.43%
261,985
+17,964
49
$24.4M 0.43%
289,133
+224,170
50
$23.8M 0.42%
345,283
-22,690
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