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
726
$795K 0.01%
25,080
-720
727
$794K 0.01%
+26,144
728
$792K 0.01%
30,067
+7,564
729
$752K 0.01%
39,708
-90,092
730
$749K 0.01%
28,675
731
$746K 0.01%
197,485
-57,888
732
$739K 0.01%
86,283
+20,783
733
$733K 0.01%
28,287
+10,052
734
$725K 0.01%
+42,937
735
$724K 0.01%
43,391
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736
$719K 0.01%
65,334
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737
$718K 0.01%
20,350
-61,294
738
$712K 0.01%
6,273
+1,553
739
$712K 0.01%
69,659
-56,126
740
$708K 0.01%
67,951
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741
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10,848
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742
$681K 0.01%
56,762
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743
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744
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6,095
-15,631
745
$673K 0.01%
61,208
+23,600
746
$671K 0.01%
19,918
-17,842
747
$670K 0.01%
+16,360
748
$665K 0.01%
30,255
+4,121
749
$664K 0.01%
17,963
-11,417
750
$657K 0.01%
18,943
+2,698
28 29
30
31 32