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
476
$2.43M 0.04%
540,836
+317,336
477
$2.4M 0.03%
221,781
-11,800
478
$2.39M 0.03%
190,971
+31,400
479
$2.38M 0.03%
41,609
+35,409
480
$2.37M 0.03%
523,681
+176,000
481
$2.37M 0.03%
+32,516
482
$2.36M 0.03%
67,796
-21,833
483
$2.35M 0.03%
354,548
+196,953
484
$2.33M 0.03%
26,731
-1,447
485
$2.32M 0.03%
461,795
+25,600
486
$2.32M 0.03%
57,028
+11,500
487
$2.32M 0.03%
32,358
488
$2.31M 0.03%
149,566
+72,544
489
$2.31M 0.03%
62,976
+28,695
490
$2.25M 0.03%
73,480
+12,710
491
$2.24M 0.03%
56,356
+29,220
492
$2.22M 0.03%
32,926
+6,050
493
$2.19M 0.03%
27,124
-7,850
494
$2.19M 0.03%
73,808
-470
495
$2.15M 0.03%
49,437
496
$2.13M 0.03%
47,200
+38,440
497
$2.13M 0.03%
327,300
+180,800
498
$2.11M 0.03%
65,556
-38,977
499
$2.1M 0.03%
210,783
+6,819
500
$2.09M 0.03%
107,499
+20,699
18 19
20
21 22