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
801
$438K ﹤0.01%
1,124
-38,708
802
$437K ﹤0.01%
+32,350
803
$433K ﹤0.01%
20,638
+5,245
804
$428K ﹤0.01%
7,458
-1,593
805
$427K ﹤0.01%
+14,828
806
$425K ﹤0.01%
216,609
+166,759
807
$421K ﹤0.01%
+17,762
808
$419K ﹤0.01%
3,355
-1,675
809
$413K ﹤0.01%
75,996
+32,979
810
$406K ﹤0.01%
+53,018
811
$404K ﹤0.01%
10,313
+2,197
812
$398K ﹤0.01%
+14,713
813
$396K ﹤0.01%
+78,819
814
$395K ﹤0.01%
14,861
+1,661
815
$394K ﹤0.01%
+5,454
816
$394K ﹤0.01%
+23,682
817
$393K ﹤0.01%
17,829
-14,100
818
$390K ﹤0.01%
246,936
+124,894
819
$383K ﹤0.01%
1,562
+448
820
$380K ﹤0.01%
+9,700
821
$376K ﹤0.01%
+47,554
822
$374K ﹤0.01%
23,150
-200
823
$373K ﹤0.01%
1,322
-36,779
824
$372K ﹤0.01%
+16,528
825
$367K ﹤0.01%
6,794
+1,594
31 32
33
34 35