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
51
$48.4M 0.47%
285,173
+20,778
52
$47.6M 0.47%
542,628
+118,588
53
$47.2M 0.46%
517,068
+166,144
54
$46.3M 0.45%
1,881,266
+565,189
55
$45.9M 0.45%
748,680
+317,786
56
$45.7M 0.45%
1,248,663
+834,345
57
$44.4M 0.44%
957,685
+306,647
58
$42.8M 0.42%
262,688
+50,772
59
$42.1M 0.41%
391,460
+221,415
60
$41.5M 0.41%
532,218
+90,240
61
$40.9M 0.4%
194,696
+26,575
62
$40.6M 0.4%
885,283
+16,061
63
$40.6M 0.4%
790,611
-102,564
64
$40.5M 0.4%
1,469,759
+687,724
65
$39.9M 0.39%
682,314
+223,210
66
$39.1M 0.38%
2,185,720
+1,551,175
67
$39M 0.38%
140,868
-27,312
68
$38.3M 0.38%
1,468,887
+707,273
69
$37.6M 0.37%
387,218
+37,214
70
$37.5M 0.37%
908,478
-36,666
71
$37.2M 0.37%
533,212
+39,782
72
$36.4M 0.36%
30,537
-9,132
73
$36.2M 0.36%
419,771
+51,201
74
$35M 0.34%
323,819
+314,649
75
$35M 0.34%
2,114,356
+264,269
1 2
3
4 5