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
476
$2.92M 0.03%
73,516
+27,050
477
$2.91M 0.03%
103,160
+19,452
478
$2.89M 0.03%
16,435
+7,161
479
$2.88M 0.03%
77,395
-12,103
480
$2.88M 0.03%
557,547
-173,312
481
$2.83M 0.03%
67,847
+8,961
482
$2.82M 0.03%
62,731
+19,850
483
$2.8M 0.03%
321,720
+66,255
484
$2.79M 0.03%
35,810
+11,400
485
$2.79M 0.03%
347,553
+211,451
486
$2.79M 0.03%
+127,904
487
$2.78M 0.03%
19,965
-1,510
488
$2.77M 0.03%
70,015
+9,976
489
$2.76M 0.03%
22,882
-22,361
490
$2.75M 0.03%
7,290
-130
491
$2.74M 0.03%
28,330
-62,204
492
$2.73M 0.03%
154,069
+516
493
$2.71M 0.03%
36,688
+9,920
494
$2.66M 0.03%
46,780
+41,957
495
$2.66M 0.03%
146,896
-100,008
496
$2.59M 0.03%
167,280
+123,880
497
$2.56M 0.03%
13,080
-13,050
498
$2.56M 0.03%
93,887
-3,630
499
$2.56M 0.03%
163,855
+20,076
500
$2.54M 0.02%
8,834
+3,981
18 19
20
21 22