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
51
$28.6M 0.41%
401,900
+470
52
$28M 0.4%
1,059,477
+54,930
53
$27.9M 0.4%
628,283
+179,965
54
$27.7M 0.4%
561,101
+13,240
55
$27.7M 0.4%
1,947,350
-103,350
56
$26.7M 0.39%
555,163
+26,570
57
$26.7M 0.39%
147,110
-6,980
58
$26.6M 0.38%
334,661
+22,160
59
$25.8M 0.37%
370,929
+71,630
60
$25.7M 0.37%
298,680
+94,320
61
$25.5M 0.37%
550,191
+9,760
62
$25.5M 0.37%
483,899
+8,070
63
$25.4M 0.37%
347,230
+33,420
64
$25.3M 0.37%
769,349
+114,740
65
$25.2M 0.36%
327,173
-18,110
66
$25.2M 0.36%
592,610
+40,560
67
$24.6M 0.35%
667,433
+53,160
68
$24.5M 0.35%
1,066,706
+171,000
69
$23.7M 0.34%
202,550
+200,530
70
$23.7M 0.34%
281,180
+148,690
71
$23.5M 0.34%
282,551
-266,281
72
$23.4M 0.34%
521,127
+64,010
73
$23.3M 0.34%
541,614
+129,534
74
$23.2M 0.34%
424,174
+80,010
75
$23M 0.33%
186,988
+131,320
1 2
3
4 5