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
$6.93B
AUM Growth
+$1.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,110
New
Increased
Reduced
Closed

Top Buys

1
+$36.7M
2
+$34.7M
3
+$32.2M
4
CABO icon
Cable One
CABO
+$25.9M
5
MCK icon
McKesson
MCK
+$23.5M

Top Sells

1
+$55.8M
2
+$55M
3
+$42.4M
4
XLNX
Xilinx Inc
XLNX
+$37.7M
5
ISRG icon
Intuitive Surgical
ISRG
+$35.5M

Sector Composition

1 Technology 19.85%
2 Financials 16.58%
3 Consumer Discretionary 13.8%
4 Industrials 12.27%
5 Healthcare 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1.33M 0.02%
22,426
-434,609
602
$1.32M 0.02%
67,952
+37,382
603
$1.31M 0.02%
48,876
-38,580
604
$1.31M 0.02%
190,489
+116,881
605
$1.3M 0.02%
+116,817
606
$1.3M 0.02%
31,707
+1,100
607
$1.3M 0.02%
66,583
+4,700
608
$1.29M 0.02%
94,586
+44,100
609
$1.28M 0.02%
35,059
+21,639
610
$1.28M 0.02%
55,028
-90
611
$1.28M 0.02%
7,990
+70
612
$1.27M 0.02%
18,380
-19,888
613
$1.27M 0.02%
31,720
+23,570
614
$1.27M 0.02%
27,249
-860
615
$1.22M 0.02%
37,757
+10,400
616
$1.22M 0.02%
4,524
-204,074
617
$1.22M 0.02%
7,942
-1,250
618
$1.21M 0.02%
+26,360
619
$1.2M 0.02%
72,483
-2,900
620
$1.19M 0.02%
13,050
+4,670
621
$1.19M 0.02%
5,902
-1,670
622
$1.18M 0.02%
+14,807
623
$1.18M 0.02%
7,480
-350
624
$1.18M 0.02%
53,010
-2,590
625
$1.18M 0.02%
8,310
+3,970
23 24
25
26 27