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
$5.69B
AUM Growth
-$1.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1
+$60M
2
+$24M
3
+$22.6M
4
TJX icon
TJX Companies
TJX
+$20.5M
5
SNPS icon
Synopsys
SNPS
+$18.9M

Top Sells

1
+$45.2M
2
+$25.3M
3
+$22.9M
4
ACN icon
Accenture
ACN
+$21.4M
5
GM icon
General Motors
GM
+$19.6M

Sector Composition

1 Technology 19.85%
2 Financials 17.71%
3 Consumer Discretionary 12.6%
4 Healthcare 11.49%
5 Industrials 11.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$65K ﹤0.01%
36,473
+15,261
952
$62K ﹤0.01%
491
+127
953
$59K ﹤0.01%
+147
954
$58K ﹤0.01%
1,433
-3,920
955
$56K ﹤0.01%
3,817
+1,902
956
$47K ﹤0.01%
+11,567
957
$36K ﹤0.01%
+970
958
$34K ﹤0.01%
+147
959
$31K ﹤0.01%
5,252
-22,599
960
$25K ﹤0.01%
+21
961
$23K ﹤0.01%
10,953
962
$21K ﹤0.01%
10,127
-27,369
963
$8K ﹤0.01%
1,000
-3,413
964
$4K ﹤0.01%
1,454
-7,736
965
– –
-109,381
966
– –
-87,643
967
– –
-28,449
968
– –
-178,239
969
– –
-3,210
970
– –
-5,090
971
– –
-7,023
972
– –
-953
973
– –
-147,114
974
– –
-32,919
975
– –
-25,520
37 38
39
40 41