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
701
$946K 0.01%
65,164
-13,446
702
$942K 0.01%
31,279
+16,888
703
$937K 0.01%
+87,880
704
$914K 0.01%
+58,986
705
$908K 0.01%
+145,425
706
$901K 0.01%
22,737
-22,653
707
$895K 0.01%
101,952
+22,208
708
$885K 0.01%
244,361
-37,755
709
$877K 0.01%
12,987
-21,490
710
$870K 0.01%
+40,328
711
$869K 0.01%
7,612
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712
$866K 0.01%
51,917
+9,207
713
$859K 0.01%
22,476
-66,610
714
$856K 0.01%
10,264
-1,796
715
$846K 0.01%
190,157
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716
$843K 0.01%
79,917
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717
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224,665
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718
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5,209
-1,961
719
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+9,092
720
$816K 0.01%
15,630
+4,770
721
$816K 0.01%
+21,330
722
$806K 0.01%
90,312
+56,075
723
$802K 0.01%
10,940
724
$797K 0.01%
+143,797
725
$795K 0.01%
78,703
+33,556
27 28
29
30 31