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
776
$540K 0.01%
+24,820
777
$534K 0.01%
10,767
-2,857
778
$530K 0.01%
19,797
-13,003
779
$520K 0.01%
102,606
+60,393
780
$509K 0.01%
10,497
-14,331
781
$508K 0.01%
201,756
+155,788
782
$495K ﹤0.01%
36,741
+3,126
783
$493K ﹤0.01%
+7,946
784
$491K ﹤0.01%
10,274
-11,274
785
$490K ﹤0.01%
74,138
-22,313
786
$486K ﹤0.01%
+3,560
787
$483K ﹤0.01%
+6,053
788
$479K ﹤0.01%
+32,619
789
$471K ﹤0.01%
36,042
+2,632
790
$468K ﹤0.01%
103,566
+20,942
791
$463K ﹤0.01%
7,828
-4,821
792
$460K ﹤0.01%
+8,558
793
$459K ﹤0.01%
8,898
-5,172
794
$449K ﹤0.01%
59,836
-22,424
795
$445K ﹤0.01%
30,031
+12,518
796
$444K ﹤0.01%
14,368
-7,862
797
$442K ﹤0.01%
20,411
-355
798
$442K ﹤0.01%
+23,263
799
$442K ﹤0.01%
+25,896
800
$441K ﹤0.01%
45,853
+35,788
30 31
32
33 34