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
826
$339K ﹤0.01%
64,518
+14,718
827
$338K ﹤0.01%
12,722
+2,059
828
$335K ﹤0.01%
110,408
-200,992
829
$334K ﹤0.01%
+848
830
$332K ﹤0.01%
36,213
+5,917
831
$324K ﹤0.01%
+6,270
832
$322K ﹤0.01%
+112,692
833
$320K ﹤0.01%
2,157
-14,012
834
$318K ﹤0.01%
+7,350
835
$316K ﹤0.01%
3,043
836
$315K ﹤0.01%
+44,774
837
$310K ﹤0.01%
+25,632
838
$310K ﹤0.01%
8,280
839
$308K ﹤0.01%
8,537
+530
840
$306K ﹤0.01%
+1,240
841
$303K ﹤0.01%
32,355
+5,800
842
$295K ﹤0.01%
4,572
-120
843
$294K ﹤0.01%
17,129
-56,810
844
$291K ﹤0.01%
5,200
+1,320
845
$289K ﹤0.01%
1,380
846
$280K ﹤0.01%
54,900
-10,300
847
$280K ﹤0.01%
3,200
-4,081
848
$280K ﹤0.01%
+3,450
849
$280K ﹤0.01%
106,379
+50,070
850
$275K ﹤0.01%
13,316
-7,007
32 33
34
35 36