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
951
$169K ﹤0.01%
20,538
+1,788
952
$167K ﹤0.01%
+26,661
953
$164K ﹤0.01%
+41,655
954
$162K ﹤0.01%
+27,832
955
$162K ﹤0.01%
106,882
956
$161K ﹤0.01%
29,000
-21,100
957
$160K ﹤0.01%
728
+45
958
$155K ﹤0.01%
19,951
959
$151K ﹤0.01%
+20,118
960
$148K ﹤0.01%
24,485
+100
961
$146K ﹤0.01%
25,066
-89,145
962
$143K ﹤0.01%
40,188
+20,065
963
$134K ﹤0.01%
139,453
-11,683
964
$134K ﹤0.01%
10,750
-607
965
$133K ﹤0.01%
42,306
966
$131K ﹤0.01%
+11,588
967
$131K ﹤0.01%
+51,205
968
$125K ﹤0.01%
8,818
+3,684
969
$124K ﹤0.01%
+15,246
970
$118K ﹤0.01%
+5,654
971
$116K ﹤0.01%
+10,850
972
$114K ﹤0.01%
+27,489
973
$112K ﹤0.01%
63,257
-189
974
$111K ﹤0.01%
+23,716
975
$101K ﹤0.01%
17,791
+3,157
37 38
39
40 41