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
901
$250K ﹤0.01%
6,473
902
$249K ﹤0.01%
+8,338
903
$249K ﹤0.01%
+9,427
904
$246K ﹤0.01%
+6,811
905
$246K ﹤0.01%
28,385
+7,285
906
$245K ﹤0.01%
+63,115
907
$244K ﹤0.01%
19,700
-700
908
$243K ﹤0.01%
12,700
909
$243K ﹤0.01%
+27,710
910
$242K ﹤0.01%
+17,780
911
$241K ﹤0.01%
10,574
+8,750
912
$240K ﹤0.01%
5,654
+803
913
$239K ﹤0.01%
1,158
-41,726
914
$234K ﹤0.01%
+20,988
915
$232K ﹤0.01%
53,036
+4,896
916
$229K ﹤0.01%
4,322
+252
917
$229K ﹤0.01%
+10,079
918
$227K ﹤0.01%
18,584
+4,400
919
$226K ﹤0.01%
+12,800
920
$223K ﹤0.01%
57,574
+22,471
921
$222K ﹤0.01%
188,277
+32,658
922
$219K ﹤0.01%
+8,440
923
$219K ﹤0.01%
+1,300
924
$219K ﹤0.01%
+61,554
925
$218K ﹤0.01%
+3,089
35 36
37
38 39