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
626
$767K 0.01%
+8,790
627
$764K 0.01%
19,324
-15,467
628
$764K 0.01%
90,038
+53,600
629
$757K 0.01%
6,220
630
$755K 0.01%
100,855
+25,800
631
$750K 0.01%
+31,230
632
$749K 0.01%
54,969
+3,900
633
$742K 0.01%
22,791
-17,580
634
$741K 0.01%
20,432
635
$739K 0.01%
64,544
636
$731K 0.01%
17,445
-13,973
637
$730K 0.01%
3,095
-2,980
638
$728K 0.01%
6,176
-823
639
$725K 0.01%
20,460
-3,759
640
$724K 0.01%
5,101
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641
$722K 0.01%
29,729
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643
$716K 0.01%
117,233
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644
$714K 0.01%
10,550
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645
$711K 0.01%
+75,860
646
$710K 0.01%
59,400
-209,358
647
$706K 0.01%
12,670
+1,170
648
$705K 0.01%
86,900
+70,100
649
$703K 0.01%
51,850
+18,390
650
$694K 0.01%
15,720
24 25
26
27 28