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
676
$621K 0.01%
110,161
-5,300
677
$618K 0.01%
25,616
-300
678
$612K 0.01%
+41,540
679
$608K 0.01%
59,280
+13,850
680
$606K 0.01%
652
-15,663
681
$606K 0.01%
39,140
682
$602K 0.01%
7,889
-7,059
683
$599K 0.01%
48,200
+5,000
684
$599K 0.01%
71,000
+27,700
685
$599K 0.01%
10,320
686
$593K 0.01%
11,650
+170
687
$589K 0.01%
31,600
688
$588K 0.01%
29,490
689
$588K 0.01%
59,191
-5,900
690
$584K 0.01%
113,148
+17,500
691
$576K 0.01%
13,130
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692
$575K 0.01%
19,920
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693
$570K 0.01%
9,700
-1,890
694
$567K 0.01%
31,259
695
$566K 0.01%
68,330
-11,402
696
$561K 0.01%
209,500
-126,100
697
$560K 0.01%
268,130
-46,900
698
$555K 0.01%
51,243
-4,611
699
$544K 0.01%
53,550
-2,580
700
$540K 0.01%
58,733
-9,200
26 27
28
29 30