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
851
$309K ﹤0.01%
6,938
852
$309K ﹤0.01%
184,953
-52,296
853
$303K ﹤0.01%
6,310
-200
854
$301K ﹤0.01%
+44,075
855
$300K ﹤0.01%
+11,491
856
$298K ﹤0.01%
+71,177
857
$297K ﹤0.01%
+69,367
858
$293K ﹤0.01%
+554
859
$291K ﹤0.01%
+1,848
860
$291K ﹤0.01%
+57,969
861
$290K ﹤0.01%
+7,590
862
$287K ﹤0.01%
7,926
-5,570
863
$286K ﹤0.01%
+44
864
$286K ﹤0.01%
+9,261
865
$285K ﹤0.01%
3,660
-69,270
866
$280K ﹤0.01%
69,923
+36,814
867
$279K ﹤0.01%
38,909
-908
868
$279K ﹤0.01%
10,889
869
$279K ﹤0.01%
+9,077
870
$278K ﹤0.01%
13,708
+306
871
$278K ﹤0.01%
10,000
872
$277K ﹤0.01%
+16,811
873
$277K ﹤0.01%
689,787
+326,750
874
$273K ﹤0.01%
1,940
-5,350
875
$272K ﹤0.01%
8,937
-2,312
33 34
35
36 37