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
676
$1.09M 0.01%
10,219
+3,119
677
$1.08M 0.01%
101,087
-16,260
678
$1.07M 0.01%
803,245
+219,544
679
$1.06M 0.01%
89,527
+25,188
680
$1.06M 0.01%
18,880
-10
681
$1.06M 0.01%
65,176
-182,115
682
$1.05M 0.01%
+178,200
683
$1.05M 0.01%
72,211
+42,501
684
$1.04M 0.01%
3,546
+813
685
$1.03M 0.01%
19,940
+1,368
686
$1.02M 0.01%
32,820
+3,841
687
$1.01M 0.01%
+47,058
688
$1.01M 0.01%
+20,810
689
$998K 0.01%
114,004
-72,234
690
$995K 0.01%
5,590
-13,714
691
$994K 0.01%
+33,577
692
$990K 0.01%
30,114
+5,080
693
$984K 0.01%
30,436
-2,754
694
$984K 0.01%
+30,762
695
$981K 0.01%
15,610
-379,151
696
$970K 0.01%
+48,124
697
$962K 0.01%
+106,620
698
$962K 0.01%
+204,700
699
$959K 0.01%
309,342
+152,347
700
$947K 0.01%
3,269
+1,713
26 27
28
29 30