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
776
$355K 0.01%
76,072
-16,300
777
$352K 0.01%
+49,528
778
$348K 0.01%
4,653
-303
779
$346K 0.01%
8,500
780
$345K 0.01%
7,720
-4,480
781
$344K 0.01%
91,920
-24,970
782
$341K 0.01%
123,263
783
$339K 0.01%
30,027
-1,200
784
$337K 0.01%
19,790
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785
$336K 0.01%
47,648
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786
$333K 0.01%
2,190
787
$332K 0.01%
4,120
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788
$332K 0.01%
58,503
-12,300
789
$330K 0.01%
4,200
790
$328K 0.01%
55,719
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791
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792
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793
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16,200
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794
$322K 0.01%
31,852
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795
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14,200
-123,630
796
$321K 0.01%
21,180
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797
$320K 0.01%
+8,890
798
$320K 0.01%
9,070
-75,760
799
$320K 0.01%
4,590
-155,240
800
$319K 0.01%
85,164
-46,488
30 31
32
33 34