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
551
$1.29M 0.02%
+58,438
552
$1.29M 0.02%
+28,490
553
$1.28M 0.02%
52,340
554
$1.27M 0.02%
33,524
-15,421
555
$1.26M 0.02%
58,582
+3,060
556
$1.26M 0.02%
22,688
-9,106
557
$1.25M 0.02%
+53,270
558
$1.24M 0.02%
+28,750
559
$1.24M 0.02%
16,120
-100
560
$1.22M 0.02%
+141,633
561
$1.22M 0.02%
+220,500
562
$1.21M 0.02%
69,200
-17,400
563
$1.21M 0.02%
30,607
-1,950
564
$1.21M 0.02%
145,053
-800
565
$1.2M 0.02%
35,098
566
$1.19M 0.02%
+21,551
567
$1.18M 0.02%
+50,634
568
$1.18M 0.02%
277,260
+155,565
569
$1.18M 0.02%
38,046
+4,820
570
$1.16M 0.02%
114,713
571
$1.15M 0.02%
+205,579
572
$1.15M 0.02%
+77,206
573
$1.13M 0.02%
55,118
+28,190
574
$1.13M 0.02%
347,681
-1,600
575
$1.13M 0.02%
61,883
+1,150
21 22
23
24 25