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
526
$1.24M 0.02%
56,745
527
$1.23M 0.02%
19,990
+12,660
528
$1.23M 0.02%
7,750
529
$1.22M 0.02%
96,400
530
$1.21M 0.02%
+27,930
531
$1.21M 0.02%
15,330
532
$1.21M 0.02%
106,830
-4,200
533
$1.21M 0.02%
20,700
-1,920
534
$1.19M 0.02%
+22,240
535
$1.18M 0.02%
+25,002
536
$1.18M 0.02%
41,701
-8,400
537
$1.17M 0.02%
+16,460
538
$1.17M 0.02%
98,554
-36,754
539
$1.16M 0.02%
60,210
+33,010
540
$1.16M 0.02%
214,588
-107,726
541
$1.16M 0.02%
517,704
-157,439
542
$1.15M 0.02%
15,667
-1,481
543
$1.15M 0.02%
65,200
544
$1.15M 0.02%
102,163
+19,653
545
$1.14M 0.02%
118,163
-11,200
546
$1.14M 0.02%
15,230
547
$1.14M 0.02%
+37,800
548
$1.14M 0.02%
82,430
-82,008
549
$1.13M 0.02%
28,566
+6,610
550
$1.13M 0.02%
24,180
+1,230
20 21
22
23 24