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
601
$1.49M 0.01%
4,524
602
$1.49M 0.01%
14,532
+2,360
603
$1.49M 0.01%
243,962
-12,389
604
$1.47M 0.01%
344,839
+79,662
605
$1.47M 0.01%
+134,413
606
$1.47M 0.01%
+42,725
607
$1.47M 0.01%
32,121
+12,547
608
$1.47M 0.01%
+75,405
609
$1.47M 0.01%
10,535
+1,495
610
$1.45M 0.01%
31,806
-53,014
611
$1.45M 0.01%
89,900
-4,600
612
$1.43M 0.01%
12,444
+7,144
613
$1.43M 0.01%
4,400
614
$1.43M 0.01%
28,788
+7,158
615
$1.42M 0.01%
79,308
+65,808
616
$1.42M 0.01%
24,034
+8,204
617
$1.42M 0.01%
+82,968
618
$1.42M 0.01%
156,747
+20,966
619
$1.4M 0.01%
47,904
+12,809
620
$1.39M 0.01%
23,370
-32,900
621
$1.37M 0.01%
19,950
-28,580
622
$1.37M 0.01%
31,373
+11,433
623
$1.37M 0.01%
78,807
+21,275
624
$1.36M 0.01%
32,592
+6,600
625
$1.35M 0.01%
102,623
+24,518
23 24
25
26 27