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
776
$494K 0.01%
42,891
-14,241
777
$490K 0.01%
38,222
+22,782
778
$485K 0.01%
+98,198
779
$484K 0.01%
134,396
+117,296
780
$479K 0.01%
27,269
+14,970
781
$476K 0.01%
+14,652
782
$476K 0.01%
13,052
+2,170
783
$467K 0.01%
18,029
784
$462K 0.01%
2,470
-3,750
785
$458K 0.01%
24,327
+11,876
786
$450K 0.01%
+7,660
787
$448K 0.01%
317,947
+80,400
788
$446K 0.01%
+27,851
789
$444K 0.01%
+11,749
790
$442K 0.01%
35,100
791
$442K 0.01%
3,278
-245
792
$438K 0.01%
8,357
-17,883
793
$437K 0.01%
91,600
+56,466
794
$436K 0.01%
+84,585
795
$435K 0.01%
44,271
+11,767
796
$434K 0.01%
45,324
+3,052
797
$434K 0.01%
35,050
-73,325
798
$429K 0.01%
10,712
-8,210
799
$426K 0.01%
13,788
+900
800
$424K 0.01%
6,140
-34,055
30 31
32
33 34