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
526
$1.51M 0.03%
19,440
+4,130
527
$1.5M 0.03%
229,376
-100,467
528
$1.47M 0.03%
52,700
+10,780
529
$1.46M 0.03%
16,169
-100
530
$1.45M 0.03%
34,560
+23,870
531
$1.45M 0.03%
118,446
-30,549
532
$1.44M 0.03%
48,245
+1,290
533
$1.44M 0.03%
16,918
-6,914
534
$1.44M 0.03%
99,352
+3,650
535
$1.43M 0.03%
63,935
-4,150
536
$1.43M 0.03%
+157,595
537
$1.43M 0.03%
125,611
+16,730
538
$1.4M 0.02%
62,570
-221,460
539
$1.38M 0.02%
288,405
+85,198
540
$1.38M 0.02%
267,915
+55,800
541
$1.37M 0.02%
+55,600
542
$1.37M 0.02%
20,522
-790
543
$1.36M 0.02%
26,228
-98,806
544
$1.35M 0.02%
31,805
545
$1.35M 0.02%
26,240
+4,190
546
$1.34M 0.02%
41,733
-240
547
$1.33M 0.02%
8,730
-8,440
548
$1.31M 0.02%
9,192
-11,802
549
$1.3M 0.02%
73,939
-11,688
550
$1.29M 0.02%
+33,359
20 21
22
23 24