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
76
$18.8M 0.33%
289,556
-65,780
77
$18.7M 0.33%
313,810
+31,660
78
$18.3M 0.32%
507,554
+15,080
79
$18.3M 0.32%
112,992
-40,630
80
$18.3M 0.32%
299,299
-37,650
81
$18.1M 0.32%
194,429
-21,475
82
$18M 0.32%
272,625
-7,830
83
$17.8M 0.31%
194,002
+112,052
84
$17.8M 0.31%
126,981
-54,773
85
$17.7M 0.31%
409,350
+197,450
86
$17.7M 0.31%
2,050,700
-136,650
87
$17.6M 0.31%
936,527
+343,202
88
$17.4M 0.31%
197,964
+124,355
89
$17.4M 0.31%
675,810
+67,960
90
$17.4M 0.31%
344,164
+17,696
91
$17.3M 0.3%
20,681
-823
92
$17.1M 0.3%
516,244
+29,460
93
$17M 0.3%
572,066
-51,320
94
$17M 0.3%
174,030
-47,830
95
$17M 0.3%
146,075
-16,330
96
$16.9M 0.3%
+895,706
97
$16.5M 0.29%
359,115
+80,200
98
$16.3M 0.29%
239,952
-36,509
99
$16.2M 0.29%
412,080
-260,447
100
$15.7M 0.28%
373,880
-246,958
2 3
4
5 6