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
501
$1.38M 0.02%
23,265
-1,605
502
$1.38M 0.02%
10,426
503
$1.37M 0.02%
35,100
-16,006
504
$1.36M 0.02%
47,198
+1,010
505
$1.36M 0.02%
58,870
+3,000
506
$1.36M 0.02%
35,380
-7,700
507
$1.36M 0.02%
19,698
-46,208
508
$1.36M 0.02%
16,440
-11,234
509
$1.35M 0.02%
+88,531
510
$1.35M 0.02%
50,613
-100,809
511
$1.35M 0.02%
+162,157
512
$1.34M 0.02%
125,525
+31,620
513
$1.34M 0.02%
24,490
-17,470
514
$1.32M 0.02%
40,260
-1,280
515
$1.31M 0.02%
80,530
-40,200
516
$1.3M 0.02%
31,120
-440
517
$1.3M 0.02%
36,200
-18,840
518
$1.29M 0.02%
+32,147
519
$1.29M 0.02%
46,402
+34,702
520
$1.28M 0.02%
134,000
+27,600
521
$1.27M 0.02%
508
-16
522
$1.27M 0.02%
14,726
+7,992
523
$1.26M 0.02%
112,523
+33,530
524
$1.26M 0.02%
17,500
+14,400
525
$1.26M 0.02%
40,130
-4,610
19 20
21
22 23