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
751
$653K 0.01%
25,858
+12,858
752
$647K 0.01%
91,831
+78,021
753
$646K 0.01%
+143,946
754
$640K 0.01%
+72,300
755
$639K 0.01%
186,831
+102,332
756
$637K 0.01%
+57,627
757
$622K 0.01%
105,468
+54,312
758
$615K 0.01%
11,302
+7,576
759
$615K 0.01%
+26,020
760
$612K 0.01%
85,866
761
$607K 0.01%
29,104
+11,679
762
$602K 0.01%
+14,999
763
$601K 0.01%
+16,178
764
$589K 0.01%
+42,739
765
$589K 0.01%
5,130
-1,730
766
$589K 0.01%
+3,878
767
$571K 0.01%
+6,800
768
$570K 0.01%
+35,597
769
$570K 0.01%
81,565
+57,115
770
$568K 0.01%
149,979
+71,379
771
$561K 0.01%
91,600
-20,200
772
$555K 0.01%
+7,230
773
$552K 0.01%
2,594
-210
774
$545K 0.01%
+1,323
775
$544K 0.01%
17,592
+2,050
29 30
31
32 33