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
901
$204K ﹤0.01%
69,160
-9,900
902
$203K ﹤0.01%
7,380
-206,390
903
$203K ﹤0.01%
117,997
-7,100
904
$202K ﹤0.01%
2,710
-310
905
$202K ﹤0.01%
40,893
-2,300
906
$201K ﹤0.01%
+2,460
907
$201K ﹤0.01%
69,079
908
$200K ﹤0.01%
20,343
-2,000
909
$198K ﹤0.01%
36,892
910
$197K ﹤0.01%
+3,610
911
$197K ﹤0.01%
11,050
-25,978
912
$197K ﹤0.01%
13,100
913
$196K ﹤0.01%
77,642
-19,408
914
$195K ﹤0.01%
3,142
-5,058
915
$191K ﹤0.01%
12,700
916
$191K ﹤0.01%
+34,655
917
$190K ﹤0.01%
266
-21
918
$189K ﹤0.01%
40,058
-13,700
919
$189K ﹤0.01%
19,222
-24,300
920
$187K ﹤0.01%
20,967
+6,630
921
$181K ﹤0.01%
+14,400
922
$180K ﹤0.01%
21,800
923
$178K ﹤0.01%
13,550
-807,367
924
$176K ﹤0.01%
39,900
-14,600
925
$174K ﹤0.01%
+25,182
35 36
37
38 39