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
$5.69B
AUM Growth
-$1.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1
+$60M
2
+$24M
3
+$22.6M
4
TJX icon
TJX Companies
TJX
+$20.5M
5
SNPS icon
Synopsys
SNPS
+$18.9M

Top Sells

1
+$45.2M
2
+$25.3M
3
+$22.9M
4
ACN icon
Accenture
ACN
+$21.4M
5
GM icon
General Motors
GM
+$19.6M

Sector Composition

1 Technology 19.85%
2 Financials 17.71%
3 Consumer Discretionary 12.6%
4 Healthcare 11.49%
5 Industrials 11.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$23.7M 0.42%
540,431
+7,460
52
$23.6M 0.41%
528,593
+20,440
53
$23.3M 0.41%
312,501
-32,790
54
$23.2M 0.41%
176,345
+26,185
55
$23.1M 0.41%
457,035
+44,460
56
$22.9M 0.4%
154,090
-49,370
57
$22.5M 0.4%
478,210
-93,940
58
$22.4M 0.39%
904,315
+100,290
59
$21.9M 0.39%
547,861
-53,781
60
$21.9M 0.38%
552,050
+134,406
61
$21.5M 0.38%
82,026
-44,429
62
$21.3M 0.37%
5,412,276
-309,600
63
$21.3M 0.37%
401,430
+7,990
64
$20.8M 0.37%
314,300
+52,050
65
$20.3M 0.36%
448,318
+243,992
66
$20.1M 0.35%
457,117
+81,631
67
$20M 0.35%
475,829
+98,250
68
$19.8M 0.35%
614,273
+61,720
69
$19.5M 0.34%
186,668
+145,030
70
$19.5M 0.34%
438,269
+25,440
71
$19.4M 0.34%
101,510
-44,445
72
$19.3M 0.34%
272,579
-11,363
73
$19M 0.33%
402,743
+8,012
74
$19M 0.33%
276,038
-52,900
75
$18.8M 0.33%
654,609
-6,510
1 2
3
4 5