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
51
$26.5M 0.47%
447,299
+62,870
52
$26.5M 0.47%
368,380
+206,340
53
$26.3M 0.47%
684,561
+634,091
54
$25.7M 0.46%
525,069
+407,680
55
$25.7M 0.46%
303,912
+112,120
56
$25.3M 0.45%
500,570
+443,800
57
$25.2M 0.45%
1,593,047
-431,010
58
$25M 0.45%
343,060
+328,760
59
$24.1M 0.43%
454,810
+114,940
60
$24M 0.43%
904,284
+857,520
61
$23.9M 0.43%
346,101
+96,680
62
$23.8M 0.42%
987,240
+175,250
63
$23.3M 0.42%
64,597
+27,733
64
$23.1M 0.41%
388,640
+276,730
65
$22.8M 0.41%
177,100
+26,970
66
$22.7M 0.41%
94,744
+26,856
67
$22.4M 0.4%
1,025,370
+461,070
68
$22.1M 0.39%
428,430
+61,540
69
$21.8M 0.39%
4,400,006
+1,484,828
70
$21.6M 0.39%
1,389,170
+874,430
71
$21.5M 0.38%
253,320
+129,348
72
$21.3M 0.38%
139,063
-28,174
73
$21.2M 0.38%
757,966
+70,140
74
$21.1M 0.38%
1,338,398
+446,023
75
$20.9M 0.37%
558,372
+27,020
1 2
3
4 5