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
926
$119K ﹤0.01%
34,925
927
$117K ﹤0.01%
+23,392
928
$114K ﹤0.01%
14,200
929
$103K ﹤0.01%
248
-753
930
$98K ﹤0.01%
14,800
+1,600
931
$96K ﹤0.01%
+15,500
932
$95K ﹤0.01%
+15,846
933
$93K ﹤0.01%
+10,400
934
$93K ﹤0.01%
+14,800
935
$91K ﹤0.01%
21,053
+9,486
936
$90K ﹤0.01%
35,137
+24,184
937
$85K ﹤0.01%
16,200
-26,739
938
$80K ﹤0.01%
10,900
939
$78K ﹤0.01%
+21,796
940
$74K ﹤0.01%
16,295
-2,768
941
$71K ﹤0.01%
+23,696
942
$65K ﹤0.01%
+24,585
943
$64K ﹤0.01%
+17,004
944
$63K ﹤0.01%
21,602
-41,206
945
$53K ﹤0.01%
857
-1,347
946
$50K ﹤0.01%
2,044
-13,826
947
$47K ﹤0.01%
+26,635
948
$17K ﹤0.01%
+805
949
$11K ﹤0.01%
46
-101
950
– –
-210,078
36 37
38
39 40