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
576
$1.01M 0.02%
+23,693
577
$1.01M 0.02%
25,628
-64,922
578
$1.01M 0.02%
+35,220
579
$1M 0.02%
11,490
+790
580
$998K 0.02%
+15,480
581
$993K 0.02%
185,718
+59,600
582
$966K 0.02%
27,050
-74,026
583
$966K 0.02%
34,090
584
$965K 0.02%
16,926
-500
585
$964K 0.02%
+27,624
586
$961K 0.02%
78,290
-11,800
587
$960K 0.02%
44,400
588
$959K 0.02%
48,836
-17,349
589
$958K 0.02%
63,743
-74,930
590
$948K 0.02%
24,080
-41,035
591
$939K 0.02%
6,050
-530
592
$932K 0.02%
51,377
-41,600
593
$921K 0.02%
2,962
-4,306
594
$917K 0.02%
114,400
-149,084
595
$913K 0.02%
12,010
+220
596
$901K 0.02%
14,100
-3,300
597
$894K 0.02%
24,100
-1,990
598
$891K 0.02%
104,200
-29,800
599
$890K 0.02%
+29,590
600
$877K 0.02%
+35,520
22 23
24
25 26