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
951
$128K ﹤0.01%
11,649
-451
952
$127K ﹤0.01%
15,900
-25,200
953
$126K ﹤0.01%
+30,551
954
$126K ﹤0.01%
26,900
-11,366
955
$123K ﹤0.01%
65,388
-35,712
956
$119K ﹤0.01%
12,740
-5,293
957
$118K ﹤0.01%
65,803
-21,146
958
$114K ﹤0.01%
24,454
959
$113K ﹤0.01%
21,500
-17,524
960
$107K ﹤0.01%
11,700
+500
961
$101K ﹤0.01%
44,444
-10,280
962
$100K ﹤0.01%
11,300
963
$99K ﹤0.01%
36,158
-249,442
964
$99K ﹤0.01%
+12,901
965
$97K ﹤0.01%
1,394
-12
966
$97K ﹤0.01%
16,753
-2,300
967
$90K ﹤0.01%
11,100
-6,400
968
$89K ﹤0.01%
10,700
969
$88K ﹤0.01%
339
-1,958
970
$86K ﹤0.01%
+29,457
971
$85K ﹤0.01%
31,300
+4,200
972
$84K ﹤0.01%
84,345
-6,000
973
$81K ﹤0.01%
20,500
-61,026
974
$80K ﹤0.01%
847
+257
975
$78K ﹤0.01%
11,300
-3,500
37 38
39
40 41