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
876
$229K ﹤0.01%
41,675
-2,500
877
$228K ﹤0.01%
4,360
-5,573
878
$227K ﹤0.01%
2,570
-148,522
879
$224K ﹤0.01%
8,393
-11,673
880
$221K ﹤0.01%
8,258
+4,536
881
$219K ﹤0.01%
+10,225
882
$219K ﹤0.01%
+4,030
883
$219K ﹤0.01%
+54,400
884
$218K ﹤0.01%
77,999
-21,615
885
$216K ﹤0.01%
+6,810
886
$216K ﹤0.01%
28,388
+600
887
$215K ﹤0.01%
15,784
+900
888
$214K ﹤0.01%
+6,610
889
$213K ﹤0.01%
6,444
-1,447
890
$213K ﹤0.01%
+4,660
891
$213K ﹤0.01%
+2,660
892
$210K ﹤0.01%
3,870
-148
893
$208K ﹤0.01%
6,256
+230
894
$208K ﹤0.01%
93,090
-217,275
895
$207K ﹤0.01%
12,500
896
$205K ﹤0.01%
4,290
-1,100
897
$203K ﹤0.01%
+23,000
898
$203K ﹤0.01%
65,220
899
$201K ﹤0.01%
14,200
-502,909
900
$201K ﹤0.01%
2,520
-360
34 35
36
37 38