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
$6.93B
AUM Growth
+$1.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,110
New
Increased
Reduced
Closed

Top Buys

1
+$36.7M
2
+$34.7M
3
+$32.2M
4
CABO icon
Cable One
CABO
+$25.9M
5
MCK icon
McKesson
MCK
+$23.5M

Top Sells

1
+$55.8M
2
+$55M
3
+$42.4M
4
XLNX
Xilinx Inc
XLNX
+$37.7M
5
ISRG icon
Intuitive Surgical
ISRG
+$35.5M

Sector Composition

1 Technology 19.85%
2 Financials 16.58%
3 Consumer Discretionary 13.8%
4 Industrials 12.27%
5 Healthcare 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$828K 0.01%
4,593
+251
702
$823K 0.01%
1,457
+113
703
$820K 0.01%
20,120
+3,000
704
$812K 0.01%
+30,126
705
$803K 0.01%
67,529
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706
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31,441
-7,290
707
$796K 0.01%
81,491
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708
$790K 0.01%
9,956
709
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710
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-56,735
711
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12,368
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713
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-7,888
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$761K 0.01%
70,801
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715
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20,940
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716
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720
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20,072
721
$739K 0.01%
24,522
-10,630
722
$722K 0.01%
109,203
+44,548
723
$722K 0.01%
+17,510
724
$722K 0.01%
104,700
-25,800
725
$722K 0.01%
5,591
+3,373
27 28
29
30 31