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
$6.93B
AUM Growth
+$1.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,110
New
Increased
Reduced
Closed

Top Buys

1
+$36.7M
2
+$34.7M
3
+$32.2M
4
CABO icon
Cable One
CABO
+$25.9M
5
MCK icon
McKesson
MCK
+$23.5M

Top Sells

1
+$55.8M
2
+$55M
3
+$42.4M
4
XLNX
Xilinx Inc
XLNX
+$37.7M
5
ISRG icon
Intuitive Surgical
ISRG
+$35.5M

Sector Composition

1 Technology 19.85%
2 Financials 16.58%
3 Consumer Discretionary 13.8%
4 Industrials 12.27%
5 Healthcare 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1.68M 0.02%
126,992
+4,114
552
$1.68M 0.02%
73,145
+24,900
553
$1.68M 0.02%
264,254
+29,400
554
$1.67M 0.02%
33,760
+18,650
555
$1.67M 0.02%
15,733
+6,415
556
$1.67M 0.02%
+64,903
557
$1.66M 0.02%
57,840
+5,500
558
$1.66M 0.02%
+75,866
559
$1.65M 0.02%
45,200
560
$1.64M 0.02%
41,244
561
$1.63M 0.02%
101,872
-10,258
562
$1.63M 0.02%
+113,989
563
$1.59M 0.02%
46,560
+28,850
564
$1.59M 0.02%
36,184
+20,344
565
$1.57M 0.02%
263,022
+241,622
566
$1.53M 0.02%
44,910
+16,316
567
$1.53M 0.02%
+37,610
568
$1.52M 0.02%
+89,087
569
$1.51M 0.02%
56,834
+11,000
570
$1.5M 0.02%
165,541
+80,826
571
$1.5M 0.02%
118,113
+3,400
572
$1.49M 0.02%
72,953
+37,628
573
$1.49M 0.02%
74,870
+29,040
574
$1.49M 0.02%
103,100
+40,900
575
$1.48M 0.02%
224,011
+18,432
21 22
23
24 25