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
726
$467K 0.01%
6,300
-830
727
$467K 0.01%
7,675
-13,909
728
$462K 0.01%
+17,920
729
$460K 0.01%
73,433
-49,233
730
$458K 0.01%
13,580
+100
731
$458K 0.01%
66,849
+16,726
732
$457K 0.01%
3,624
+1,120
733
$447K 0.01%
+17,900
734
$446K 0.01%
26,038
+1,500
735
$445K 0.01%
16,830
-1,350
736
$445K 0.01%
9,160
-4,160
737
$444K 0.01%
13,257
-2,267
738
$444K 0.01%
46,250
739
$443K 0.01%
12,040
740
$442K 0.01%
9,926
+6,330
741
$438K 0.01%
12,386
-112,045
742
$434K 0.01%
22,820
743
$434K 0.01%
16,049
744
$426K 0.01%
+53,598
745
$423K 0.01%
18,519
+4,819
746
$423K 0.01%
19,479
-2,162
747
$422K 0.01%
13,650
748
$416K 0.01%
11,080
-42,190
749
$415K 0.01%
+8,060
750
$410K 0.01%
3,440
-13,590
28 29
30
31 32