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
576
$1.13M 0.02%
66,161
-8,984
577
$1.12M 0.02%
21,901
+18,231
578
$1.11M 0.02%
24,140
-530
579
$1.11M 0.02%
129,715
+92,815
580
$1.09M 0.02%
27,136
-55,155
581
$1.09M 0.02%
21,894
-29,670
582
$1.07M 0.02%
75,383
-23,099
583
$1.07M 0.02%
+14,520
584
$1.05M 0.02%
26,950
-200
585
$1.05M 0.02%
28,080
-32,194
586
$1.05M 0.02%
7,830
+890
587
$1.04M 0.02%
35,152
-1,250
588
$1.04M 0.02%
23,363
-740
589
$1.04M 0.02%
7,920
-20,080
590
$1.03M 0.02%
69,811
-200
591
$1.02M 0.02%
+60,100
592
$1.02M 0.02%
210,270
+20,000
593
$1.02M 0.02%
+34,281
594
$1.02M 0.02%
38,914
-1,130
595
$1.01M 0.02%
+77,022
596
$1.01M 0.02%
25,520
-390
597
$1.01M 0.02%
28,109
+3,760
598
$1M 0.02%
20,842
+1,875
599
$990K 0.02%
40,693
-21,710
600
$981K 0.02%
8,400
-34,319
22 23
24
25 26