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
501
$2.09M 0.03%
49,507
-2,320
502
$2.08M 0.03%
32,794
-730
503
$2.08M 0.03%
+36,897
504
$2.04M 0.03%
+304,425
505
$2.03M 0.03%
+577,782
506
$2.02M 0.03%
+113,639
507
$2.02M 0.03%
165,911
+40,300
508
$2M 0.03%
118,816
+20,400
509
$1.95M 0.03%
45,367
+32,807
510
$1.93M 0.03%
31,650
+650
511
$1.93M 0.03%
95,400
-4,500
512
$1.93M 0.03%
+116,777
513
$1.92M 0.03%
121,315
-3,400
514
$1.9M 0.03%
255,501
+17,000
515
$1.9M 0.03%
65,836
516
$1.9M 0.03%
71,491
+12,909
517
$1.88M 0.03%
+48,916
518
$1.88M 0.03%
70,738
+10,372
519
$1.87M 0.03%
12,876
-49,766
520
$1.87M 0.03%
85,328
-4,505
521
$1.86M 0.03%
+28,890
522
$1.86M 0.03%
14,303
+570
523
$1.86M 0.03%
36,772
+4,967
524
$1.86M 0.03%
294,860
+17,600
525
$1.85M 0.03%
152,488
+104,313
19 20
21
22 23