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
926
$172K ﹤0.01%
8,127
-850
927
$172K ﹤0.01%
29,119
-2,800
928
$172K ﹤0.01%
10,875
-7,725
929
$167K ﹤0.01%
33,634
930
$167K ﹤0.01%
23,300
931
$165K ﹤0.01%
12,278
932
$160K ﹤0.01%
30,526
933
$158K ﹤0.01%
139,714
-48,193
934
$156K ﹤0.01%
+13,810
935
$154K ﹤0.01%
49,754
-17,739
936
$150K ﹤0.01%
143,272
+38,100
937
$150K ﹤0.01%
13,800
-14,400
938
$149K ﹤0.01%
26,136
939
$148K ﹤0.01%
33,329
+16,700
940
$144K ﹤0.01%
151
941
$144K ﹤0.01%
10,500
942
$144K ﹤0.01%
29,500
943
$142K ﹤0.01%
15,650
-12,400
944
$142K ﹤0.01%
+1,270
945
$136K ﹤0.01%
21,914
-12,469
946
$136K ﹤0.01%
24,590
-400
947
$135K ﹤0.01%
34,405
948
$133K ﹤0.01%
+4,971
949
$130K ﹤0.01%
+10,639
950
$129K ﹤0.01%
21,556
-171,280
36 37
38
39 40