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
$5.6B
AUM Growth
+$769M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,266
New
Increased
Reduced
Closed

Top Buys

1
+$49.4M
2
+$41.5M
3
+$29.9M
4
A icon
Agilent Technologies
A
+$25.8M
5
BWXT icon
BWX Technologies
BWXT
+$24.3M

Top Sells

1
+$27.1M
2
+$25.6M
3
+$24.7M
4
AAPL icon
Apple
AAPL
+$24.2M
5
CDNS icon
Cadence Design Systems
CDNS
+$23.2M

Sector Composition

1 Technology 19.55%
2 Financials 15.15%
3 Healthcare 14.96%
4 Consumer Discretionary 10.52%
5 Industrials 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1.56M 0.03%
28,490
+310
477
$1.56M 0.03%
348,267
-2,100
478
$1.56M 0.03%
108,480
+5,503
479
$1.54M 0.03%
41,774
+22,439
480
$1.53M 0.03%
44,915
+25,710
481
$1.53M 0.03%
62,602
+1,050
482
$1.52M 0.03%
45,544
-100,666
483
$1.51M 0.03%
3,521
+1,874
484
$1.5M 0.03%
25,230
+8,500
485
$1.5M 0.03%
16,900
+2,470
486
$1.48M 0.03%
+48,828
487
$1.48M 0.03%
3,525
+756
488
$1.47M 0.03%
25,793
-770
489
$1.47M 0.03%
+24,910
490
$1.45M 0.03%
+195,700
491
$1.45M 0.03%
+30,850
492
$1.44M 0.03%
63,497
+50,197
493
$1.43M 0.03%
5,080
494
$1.43M 0.03%
34,708
+3,400
495
$1.42M 0.03%
+11,020
496
$1.4M 0.03%
107,388
+21,300
497
$1.4M 0.03%
72,863
+10,603
498
$1.4M 0.03%
39,600
-50,728
499
$1.4M 0.02%
75,854
-6,500
500
$1.39M 0.02%
240,174
+130,782
18 19
20
21 22