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
826
$363K ﹤0.01%
6,684
+2,634
827
$361K ﹤0.01%
9,010
+80
828
$361K ﹤0.01%
7,659
-22,942
829
$353K ﹤0.01%
1,380
830
$353K ﹤0.01%
+22,512
831
$345K ﹤0.01%
4,046
-26,429
832
$341K ﹤0.01%
+2,830
833
$340K ﹤0.01%
13,670
-1,260
834
$339K ﹤0.01%
4,123
+3,598
835
$337K ﹤0.01%
+13,409
836
$332K ﹤0.01%
+7,136
837
$331K ﹤0.01%
59,485
+31,082
838
$331K ﹤0.01%
46,874
-20,386
839
$330K ﹤0.01%
+38,242
840
$325K ﹤0.01%
+19,524
841
$324K ﹤0.01%
14,950
+4,576
842
$321K ﹤0.01%
+29,229
843
$320K ﹤0.01%
+26,672
844
$319K ﹤0.01%
18,385
+3,949
845
$318K ﹤0.01%
712
-10
846
$315K ﹤0.01%
+16,591
847
$312K ﹤0.01%
9,296
+7,311
848
$312K ﹤0.01%
67,179
+31,717
849
$312K ﹤0.01%
3,600
-5,200
850
$312K ﹤0.01%
+4,522
32 33
34
35 36