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
751
$615K 0.01%
33,500
752
$610K 0.01%
+13,572
753
$605K 0.01%
18,392
-81,200
754
$596K 0.01%
+3,245
755
$592K 0.01%
62,672
-4,300
756
$584K 0.01%
+29,036
757
$581K 0.01%
18,124
758
$580K 0.01%
+18,280
759
$573K 0.01%
+3,660
760
$571K 0.01%
26,214
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761
$570K 0.01%
34,101
-30,500
762
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+10,066
763
$567K 0.01%
15,108
-7,218
764
$567K 0.01%
+18,748
765
$563K 0.01%
35,997
-151,499
766
$562K 0.01%
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767
$557K 0.01%
20,504
768
$547K 0.01%
20,080
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769
$546K 0.01%
13,317
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770
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+130,813
771
$537K 0.01%
27,456
-200
772
$534K 0.01%
37,346
+1,100
773
$523K 0.01%
+9,490
774
$516K 0.01%
10,940
775
$496K 0.01%
+43,526
29 30
31
32 33