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
26
$63.7M 0.63%
749,640
+344,468
27
$63.3M 0.62%
1,320,132
+727,851
28
$63.2M 0.62%
459,348
+4,791
29
$62.7M 0.62%
732,978
-57,283
30
$62.6M 0.61%
259,954
+38,446
31
$62.5M 0.61%
587,888
+120,776
32
$61.8M 0.61%
1,149,138
+963,618
33
$60.1M 0.59%
641,189
+119,177
34
$56.2M 0.55%
2,634,215
+418,075
35
$56.2M 0.55%
644,087
+280,937
36
$56M 0.55%
290,739
+117,935
37
$55.2M 0.54%
669,574
+123,060
38
$54.9M 0.54%
900,981
-30,851
39
$54.3M 0.53%
36,465
-8,339
40
$52.6M 0.52%
680,351
+68,517
41
$52.2M 0.51%
2,538,002
-1,434,075
42
$50.4M 0.49%
1,268,276
+488,808
43
$50M 0.49%
760,894
+152,724
44
$49.9M 0.49%
247,096
+13,767
45
$49.9M 0.49%
801,258
+306,713
46
$49.5M 0.49%
2,464,344
+1,757,880
47
$49.3M 0.48%
432,799
+29,408
48
$49.2M 0.48%
362,408
+131,108
49
$49.1M 0.48%
754,725
-47,485
50
$48.6M 0.48%
3,064,061
+547,057
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