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
751
$405K 0.01%
6,080
752
$401K 0.01%
39,930
+3,720
753
$399K 0.01%
40,058
+12,603
754
$389K 0.01%
22,200
-1,300
755
$388K 0.01%
124,472
-54,175
756
$388K 0.01%
2,660
+240
757
$388K 0.01%
67,749
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758
$387K 0.01%
36,508
+3,800
759
$386K 0.01%
24,163
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760
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52,509
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761
$382K 0.01%
6,390
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762
$378K 0.01%
+32,600
763
$372K 0.01%
+23,600
764
$371K 0.01%
33,315
-2,400
765
$370K 0.01%
86,882
+36,911
766
$368K 0.01%
46,000
767
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7,830
768
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6,390
769
$362K 0.01%
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770
$361K 0.01%
19,300
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771
$360K 0.01%
2,879
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18,400
-10,400
773
$358K 0.01%
62
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774
$357K 0.01%
30,500
-37,500
775
$357K 0.01%
100,002
-24,249
29 30
31
32 33