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
651
$1.2M 0.01%
136,895
+53,729
652
$1.19M 0.01%
20,010
-2,090
653
$1.19M 0.01%
+153,922
654
$1.19M 0.01%
679,337
+95,677
655
$1.19M 0.01%
138,283
-25,199
656
$1.18M 0.01%
14,101
+4,314
657
$1.18M 0.01%
+32,716
658
$1.18M 0.01%
245,118
+164,491
659
$1.18M 0.01%
+132,985
660
$1.18M 0.01%
+46,126
661
$1.17M 0.01%
5,480
662
$1.17M 0.01%
278,101
+228,404
663
$1.17M 0.01%
576,638
+114,135
664
$1.17M 0.01%
+65,401
665
$1.16M 0.01%
+95,565
666
$1.16M 0.01%
87,901
+20,426
667
$1.15M 0.01%
42,719
668
$1.15M 0.01%
16,670
+8,813
669
$1.15M 0.01%
+30,567
670
$1.14M 0.01%
7,848
-10,520
671
$1.14M 0.01%
14,302
+8,402
672
$1.13M 0.01%
23,430
-16,270
673
$1.12M 0.01%
34,759
+6,075
674
$1.1M 0.01%
126,175
+21,355
675
$1.1M 0.01%
+301,874
25 26
27
28 29