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
926
$215K ﹤0.01%
30,596
-400
927
$214K ﹤0.01%
4,250
-5,360
928
$213K ﹤0.01%
18,442
+3,056
929
$213K ﹤0.01%
+38,685
930
$211K ﹤0.01%
+835
931
$210K ﹤0.01%
+111,166
932
$210K ﹤0.01%
+39,859
933
$207K ﹤0.01%
5,010
-1,280
934
$206K ﹤0.01%
27,615
-169,765
935
$206K ﹤0.01%
+10,565
936
$205K ﹤0.01%
+4,775
937
$205K ﹤0.01%
12,732
+2,108
938
$204K ﹤0.01%
+8,199
939
$202K ﹤0.01%
19,869
940
$198K ﹤0.01%
14,200
941
$197K ﹤0.01%
+15,260
942
$188K ﹤0.01%
+14,590
943
$185K ﹤0.01%
21,834
-16,948
944
$185K ﹤0.01%
58,660
-11,836
945
$184K ﹤0.01%
23,916
-4,638
946
$184K ﹤0.01%
+121,752
947
$179K ﹤0.01%
20,045
+5,089
948
$175K ﹤0.01%
10,213
-11,467
949
$175K ﹤0.01%
12,510
-35,120
950
$170K ﹤0.01%
24,800
-640,288
36 37
38
39 40