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
876
$226K ﹤0.01%
+9,854
877
$226K ﹤0.01%
6,421
-3,190
878
$225K ﹤0.01%
3,470
-59,100
879
$225K ﹤0.01%
6,240
880
$224K ﹤0.01%
24,636
-8,116
881
$223K ﹤0.01%
12,960
882
$223K ﹤0.01%
121,060
-300
883
$221K ﹤0.01%
11,126
-1,400
884
$220K ﹤0.01%
4,880
-14,730
885
$220K ﹤0.01%
22,400
-15,800
886
$219K ﹤0.01%
8,590
-911,220
887
$219K ﹤0.01%
42,097
+1,800
888
$219K ﹤0.01%
+11,425
889
$218K ﹤0.01%
+6,600
890
$217K ﹤0.01%
126,860
-4,500
891
$215K ﹤0.01%
6,530
-990
892
$215K ﹤0.01%
42,920
+18,500
893
$214K ﹤0.01%
40,417
-18,200
894
$213K ﹤0.01%
10,509
-280
895
$213K ﹤0.01%
42,663
-8,000
896
$208K ﹤0.01%
+3,986
897
$207K ﹤0.01%
7,029
-5,457
898
$207K ﹤0.01%
39,423
899
$205K ﹤0.01%
11,084
-2,929
900
$204K ﹤0.01%
23,204
-500
34 35
36
37 38