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
626
$1.34M 0.01%
17,785
+3,725
627
$1.33M 0.01%
8,559
-8,431
628
$1.33M 0.01%
169,368
+40,919
629
$1.32M 0.01%
23,814
+3,764
630
$1.32M 0.01%
8,100
-73
631
$1.31M 0.01%
38,917
-3,590
632
$1.31M 0.01%
+87,709
633
$1.29M 0.01%
91,616
+6,236
634
$1.29M 0.01%
863,460
-402,078
635
$1.29M 0.01%
16,198
-11,502
636
$1.29M 0.01%
42,325
+13,208
637
$1.28M 0.01%
66,794
+28,760
638
$1.27M 0.01%
65,666
-12,820
639
$1.27M 0.01%
+81,265
640
$1.27M 0.01%
+8,578
641
$1.26M 0.01%
+13,298
642
$1.26M 0.01%
56,204
+35,504
643
$1.25M 0.01%
20,860
+4,024
644
$1.25M 0.01%
8,581
-5,369
645
$1.25M 0.01%
34,120
+12,370
646
$1.24M 0.01%
43,705
+16,275
647
$1.21M 0.01%
31,683
+9,461
648
$1.21M 0.01%
18,528
-630
649
$1.21M 0.01%
88,325
-78,074
650
$1.2M 0.01%
7,746
+3,327
24 25
26
27 28