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
601
$876K 0.02%
14,720
602
$875K 0.02%
184,922
-40,000
603
$872K 0.02%
32,580
604
$865K 0.02%
3,408
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605
$856K 0.02%
17,140
606
$833K 0.01%
134,333
-133,500
607
$831K 0.01%
97,968
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608
$828K 0.01%
+34,330
609
$828K 0.01%
17,150
-14,814
610
$821K 0.01%
47,480
611
$821K 0.01%
120,980
+48,693
612
$821K 0.01%
3,270
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613
$818K 0.01%
7,400
-390
614
$813K 0.01%
27,260
-8,400
615
$808K 0.01%
6,688
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616
$802K 0.01%
132,721
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617
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618
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20,800
-590,280
619
$787K 0.01%
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620
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42,323
-4,200
621
$781K 0.01%
7,373
-2,510
622
$781K 0.01%
+110,050
623
$778K 0.01%
30,900
+5,300
624
$776K 0.01%
132,693
-36,000
625
$772K 0.01%
16,640
-26,821
23 24
25
26 27