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
651
$693K 0.01%
39,505
-31,900
652
$692K 0.01%
31,700
-26,281
653
$690K 0.01%
10,603
654
$681K 0.01%
41,651
-52,160
655
$677K 0.01%
10,170
+6,200
656
$676K 0.01%
+6,465
657
$675K 0.01%
55,600
-23,700
658
$674K 0.01%
44,275
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659
$673K 0.01%
56,072
+10,760
660
$671K 0.01%
70,028
-25,100
661
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+10,000
662
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+14,800
663
$660K 0.01%
22,380
-8,260
664
$658K 0.01%
51,400
665
$656K 0.01%
32,490
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666
$656K 0.01%
55,858
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13,600
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24,396
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20,600
-8,209
670
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+3,150
671
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+31,740
672
$628K 0.01%
13,650
+70
673
$627K 0.01%
228,152
+36,968
674
$623K 0.01%
33,850
675
$622K 0.01%
17,814
+2,385
25 26
27
28 29