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
501
$2.51M 0.02%
26,751
-71,784
502
$2.51M 0.02%
395,689
+239,439
503
$2.49M 0.02%
95,800
-578,086
504
$2.49M 0.02%
736,354
+386,839
505
$2.48M 0.02%
10,115
+1,881
506
$2.48M 0.02%
175,669
+100,900
507
$2.48M 0.02%
39,226
-8,824
508
$2.47M 0.02%
+48,700
509
$2.46M 0.02%
+34,463
510
$2.46M 0.02%
41,247
+8,937
511
$2.43M 0.02%
+33,750
512
$2.4M 0.02%
+229,682
513
$2.4M 0.02%
330,607
+241,707
514
$2.4M 0.02%
99,898
-24,932
515
$2.39M 0.02%
53,110
-3,635
516
$2.35M 0.02%
+378,754
517
$2.34M 0.02%
+123,300
518
$2.31M 0.02%
474,797
+75,386
519
$2.3M 0.02%
+235,526
520
$2.29M 0.02%
+361,633
521
$2.28M 0.02%
195,908
522
$2.24M 0.02%
77,748
+2,753
523
$2.21M 0.02%
31,481
-141,741
524
$2.21M 0.02%
+100,884
525
$2.19M 0.02%
101,292
+1,038
19 20
21
22 23