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
826
$276K ﹤0.01%
+4,150
827
$276K ﹤0.01%
37,035
-400
828
$275K ﹤0.01%
24,101
+600
829
$274K ﹤0.01%
+57,599
830
$273K ﹤0.01%
90,443
-22,400
831
$272K ﹤0.01%
36,701
+19,501
832
$272K ﹤0.01%
45,638
-17,462
833
$272K ﹤0.01%
30,613
+1,690
834
$272K ﹤0.01%
11,920
-100
835
$270K ﹤0.01%
28,560
-48,970
836
$268K ﹤0.01%
5,680
-620
837
$267K ﹤0.01%
7,300
-220
838
$263K ﹤0.01%
4,330
839
$260K ﹤0.01%
23,333
840
$258K ﹤0.01%
10,600
-96,091
841
$255K ﹤0.01%
38,000
-13,800
842
$253K ﹤0.01%
+22,338
843
$251K ﹤0.01%
+31,200
844
$250K ﹤0.01%
6,112
-313
845
$249K ﹤0.01%
15,890
-4,100
846
$249K ﹤0.01%
16,867
847
$249K ﹤0.01%
1,590
-460
848
$248K ﹤0.01%
7,936
-6,580
849
$248K ﹤0.01%
16,525
+2,000
850
$247K ﹤0.01%
1,965
+1,228
32 33
34
35 36