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
551
$1.94M 0.02%
39,717
+9,700
552
$1.93M 0.02%
8,524
+672
553
$1.92M 0.02%
61,107
-8,233
554
$1.91M 0.02%
32,779
+9,190
555
$1.9M 0.02%
116,256
+18,652
556
$1.88M 0.02%
+38,398
557
$1.88M 0.02%
169,200
+48,800
558
$1.86M 0.02%
62,973
+13,703
559
$1.84M 0.02%
221,059
+137,408
560
$1.83M 0.02%
60,436
+3,736
561
$1.82M 0.02%
+23,233
562
$1.82M 0.02%
231,784
+96,545
563
$1.82M 0.02%
39,006
+6,279
564
$1.81M 0.02%
15,000
-309,747
565
$1.8M 0.02%
+119,680
566
$1.8M 0.02%
38,176
-11,994
567
$1.8M 0.02%
58,204
+18,781
568
$1.77M 0.02%
263,609
-309,217
569
$1.76M 0.02%
181,176
+162,076
570
$1.75M 0.02%
37,155
+25,065
571
$1.74M 0.02%
23,410
-9,230
572
$1.73M 0.02%
20,040
+5,476
573
$1.72M 0.02%
9,160
-900
574
$1.72M 0.02%
3,424
-783
575
$1.72M 0.02%
+28,725
21 22
23
24 25