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
576
$1.67M 0.02%
34,708
+8,215
577
$1.67M 0.02%
+122,610
578
$1.67M 0.02%
204,559
-254,380
579
$1.66M 0.02%
361,299
+240,056
580
$1.65M 0.02%
+85,944
581
$1.64M 0.02%
4,380
582
$1.61M 0.02%
+1,095,334
583
$1.59M 0.02%
77,485
+46,731
584
$1.58M 0.02%
58,910
+579
585
$1.58M 0.02%
386,084
+117,064
586
$1.57M 0.02%
38,760
-80,475
587
$1.56M 0.02%
121,859
+25,839
588
$1.56M 0.02%
10,976
-14,994
589
$1.55M 0.02%
+22,016
590
$1.55M 0.02%
30,152
+12,053
591
$1.53M 0.02%
75,126
592
$1.53M 0.02%
369,243
-215,061
593
$1.52M 0.01%
69,921
+46,221
594
$1.52M 0.01%
82,786
+17,240
595
$1.51M 0.01%
32,147
+25,747
596
$1.51M 0.01%
100,594
-84,705
597
$1.5M 0.01%
334,687
+283,569
598
$1.5M 0.01%
+16,226
599
$1.5M 0.01%
189,660
+164,760
600
$1.49M 0.01%
37,140
-20,022
22 23
24
25 26