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
26
$40.6M 0.59%
570,156
+8,860
27
$40.1M 0.58%
165,750
-63,345
28
$39.1M 0.56%
2,011,636
+213,300
29
$38.4M 0.55%
39,097
+26,347
30
$38.2M 0.55%
382,692
+188,690
31
$38.2M 0.55%
144,413
+121,843
32
$38.1M 0.55%
884,402
+20,130
33
$37.9M 0.55%
419,747
+930
34
$37.5M 0.54%
36,663
+15,982
35
$37.5M 0.54%
480,573
+191,017
36
$37.2M 0.54%
186,363
+173,893
37
$37.1M 0.54%
533,367
+4,890
38
$36.8M 0.53%
297,395
+35,410
39
$35.9M 0.52%
228,809
+29,660
40
$35.8M 0.52%
234,853
+58,508
41
$34.3M 0.49%
119,451
-36,668
42
$33.6M 0.49%
155,786
+29,490
43
$33.6M 0.49%
2,180,076
+38,300
44
$31.9M 0.46%
250,980
+27,660
45
$30.1M 0.43%
289,710
+216,400
46
$30M 0.43%
565,364
+350,732
47
$29.9M 0.43%
299,994
+19,150
48
$29.5M 0.43%
700,863
+184,619
49
$28.8M 0.42%
399,230
-53,260
50
$28.6M 0.41%
434,089
+2,740
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2
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