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
901
$198K ﹤0.01%
21,690
+1,400
902
$195K ﹤0.01%
37,714
-22,054
903
$192K ﹤0.01%
960
+45
904
$189K ﹤0.01%
20,398
905
$188K ﹤0.01%
15,900
+1,500
906
$183K ﹤0.01%
5,578
+1,434
907
$177K ﹤0.01%
13,163
-1,300
908
$173K ﹤0.01%
90,273
-10,768
909
$169K ﹤0.01%
30,885
-22,758
910
$168K ﹤0.01%
30,177
-44,300
911
$168K ﹤0.01%
106,882
912
$164K ﹤0.01%
11,902
+2,288
913
$162K ﹤0.01%
76,987
-172,812
914
$161K ﹤0.01%
25,682
-12,615
915
$159K ﹤0.01%
10,686
916
$159K ﹤0.01%
77,900
-1,800
917
$158K ﹤0.01%
+53,957
918
$154K ﹤0.01%
33,383
+13,000
919
$150K ﹤0.01%
+15,507
920
$149K ﹤0.01%
60,851
-26,479
921
$149K ﹤0.01%
1,628
-8,618
922
$149K ﹤0.01%
65,139
-33,900
923
$148K ﹤0.01%
8,344
+4,483
924
$128K ﹤0.01%
+17,338
925
$119K ﹤0.01%
13,500
-2,900
35 36
37
38 39