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
801
$423K 0.01%
2,403
-3,060
802
$417K 0.01%
6,590
-18,520
803
$413K 0.01%
32,493
-400
804
$408K 0.01%
116,620
-147,521
805
$405K 0.01%
46,700
+22,800
806
$404K 0.01%
+24,634
807
$403K 0.01%
13,015
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808
$397K 0.01%
+29,300
809
$395K 0.01%
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810
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29,864
-15,549
811
$381K 0.01%
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812
$377K 0.01%
8,620
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813
$376K 0.01%
24,760
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$375K 0.01%
18,723
815
$373K 0.01%
13,870
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816
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817
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13,188
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818
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33,473
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11,935
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$364K 0.01%
76,369
+17,720
821
$361K 0.01%
191,927
+62,800
822
$353K 0.01%
28,025
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823
$352K 0.01%
23,700
+6,800
824
$350K 0.01%
29,300
-1,039,952
825
$339K ﹤0.01%
39,639
+7,400
31 32
33
34 35