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
$5.69B
AUM Growth
-$1.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1
+$60M
2
+$24M
3
+$22.6M
4
TJX icon
TJX Companies
TJX
+$20.5M
5
SNPS icon
Synopsys
SNPS
+$18.9M

Top Sells

1
+$45.2M
2
+$25.3M
3
+$22.9M
4
ACN icon
Accenture
ACN
+$21.4M
5
GM icon
General Motors
GM
+$19.6M

Sector Composition

1 Technology 19.85%
2 Financials 17.71%
3 Consumer Discretionary 12.6%
4 Healthcare 11.49%
5 Industrials 11.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1.66M 0.03%
129,629
+22,124
502
$1.65M 0.03%
51,827
+4,740
503
$1.64M 0.03%
247,090
+73,760
504
$1.64M 0.03%
439,930
-11,200
505
$1.62M 0.03%
8,530
-26,520
506
$1.62M 0.03%
26,876
-310,221
507
$1.62M 0.03%
178,595
+9,230
508
$1.6M 0.03%
124,715
+104,515
509
$1.6M 0.03%
39,698
-161,920
510
$1.6M 0.03%
31,420
-14,780
511
$1.6M 0.03%
+393,100
512
$1.6M 0.03%
146,942
+75,542
513
$1.59M 0.03%
20,774
514
$1.58M 0.03%
84,460
+11,770
515
$1.57M 0.03%
60,770
-14,516
516
$1.57M 0.03%
398
+147
517
$1.57M 0.03%
80,217
+14,300
518
$1.55M 0.03%
7,572
+240
519
$1.54M 0.03%
45,200
+35,280
520
$1.54M 0.03%
5,080
-13,347
521
$1.53M 0.03%
+24,430
522
$1.52M 0.03%
13,733
-7,262
523
$1.52M 0.03%
78,000
+9,300
524
$1.51M 0.03%
41,244
525
$1.51M 0.03%
60,366
-2,990
19 20
21
22 23