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
551
$1.12M 0.02%
28,145
552
$1.12M 0.02%
119,305
+98,605
553
$1.12M 0.02%
10,150
+750
554
$1.12M 0.02%
+16,910
555
$1.11M 0.02%
8,350
-980
556
$1.11M 0.02%
+46,808
557
$1.11M 0.02%
27,640
+9,610
558
$1.1M 0.02%
28,220
559
$1.1M 0.02%
5,514
-424
560
$1.1M 0.02%
+7,070
561
$1.09M 0.02%
22,190
-24,320
562
$1.08M 0.02%
23,560
-35,110
563
$1.08M 0.02%
+7,660
564
$1.07M 0.02%
8,850
-15,507
565
$1.07M 0.02%
50,369
566
$1.07M 0.02%
68,058
-30,712
567
$1.07M 0.02%
34,428
-126,607
568
$1.06M 0.02%
15,920
+640
569
$1.06M 0.02%
+113,300
570
$1.05M 0.02%
20,420
-1,800
571
$1.05M 0.02%
136,952
-5,200
572
$1.05M 0.02%
128,951
-502,516
573
$1.04M 0.02%
+43,300
574
$1.03M 0.02%
169,629
-5,100
575
$1.02M 0.02%
3,522
+2,008
21 22
23
24 25