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
526
$2.18M 0.02%
53,096
+5,406
527
$2.16M 0.02%
+80,571
528
$2.15M 0.02%
71,708
-157,859
529
$2.14M 0.02%
37,519
+4,919
530
$2.14M 0.02%
84,132
+58,232
531
$2.12M 0.02%
+65,759
532
$2.1M 0.02%
+5,127
533
$2.09M 0.02%
418,534
+193,698
534
$2.09M 0.02%
+115,561
535
$2.07M 0.02%
23,895
+20,015
536
$2.07M 0.02%
26,940
-60
537
$2.04M 0.02%
+68,169
538
$2.04M 0.02%
161,431
+34,104
539
$2.02M 0.02%
+235,020
540
$2.01M 0.02%
46,410
+11,312
541
$2.01M 0.02%
57,901
+1,191
542
$2.01M 0.02%
111,335
+44,671
543
$2M 0.02%
216,912
+130,612
544
$2M 0.02%
2,497
-11,596
545
$1.99M 0.02%
15,447
-3,330
546
$1.97M 0.02%
17,680
-45,457
547
$1.96M 0.02%
148,292
+27,100
548
$1.96M 0.02%
221,739
+54,009
549
$1.95M 0.02%
116,935
+25,323
550
$1.94M 0.02%
+116,214
20 21
22
23 24