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
851
$246K ﹤0.01%
8,010
-4,600
852
$245K ﹤0.01%
5,520
-1,900
853
$245K ﹤0.01%
+7,110
854
$244K ﹤0.01%
10,806
-133
855
$244K ﹤0.01%
30,500
+1,200
856
$242K ﹤0.01%
+20,335
857
$242K ﹤0.01%
12,651
-4,930
858
$242K ﹤0.01%
54,300
-3,000
859
$241K ﹤0.01%
3,780
-170
860
$240K ﹤0.01%
180
-6
861
$240K ﹤0.01%
50,229
-7,100
862
$238K ﹤0.01%
14,781
-3,200
863
$235K ﹤0.01%
19,280
-46,892
864
$235K ﹤0.01%
15,700
-188,458
865
$234K ﹤0.01%
5,944
-570
866
$234K ﹤0.01%
7,880
-2,590
867
$233K ﹤0.01%
15,399
-18,654
868
$232K ﹤0.01%
21,000
869
$231K ﹤0.01%
9,830
-300
870
$231K ﹤0.01%
8,940
871
$229K ﹤0.01%
2,830
-6,700
872
$229K ﹤0.01%
9,720
-17,080
873
$229K ﹤0.01%
105,046
-30,596
874
$228K ﹤0.01%
15,953
-2,301
875
$227K ﹤0.01%
+4,010
33 34
35
36 37