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
701
$540K 0.01%
+5,900
702
$535K 0.01%
+1,476
703
$535K 0.01%
13,150
-700
704
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72,099
-5,400
705
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10,860
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706
$531K 0.01%
75,751
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707
$531K 0.01%
40,589
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708
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17,440
+1,460
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710
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711
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9,720
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712
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54,869
-7,300
713
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56,600
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$510K 0.01%
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-150
715
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18,700
716
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717
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718
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42,000
-26,700
719
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7,550
720
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13,500
721
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-612
722
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3,410
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723
$476K 0.01%
4,380
-33,330
724
$475K 0.01%
+10,067
725
$468K 0.01%
6,215
27 28
29
30 31