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
76
$34.9M 0.34%
405,723
+75,208
77
$34.5M 0.34%
281,508
+51,292
78
$34.2M 0.34%
177,326
-72,934
79
$34.2M 0.34%
679,865
+347,830
80
$34.1M 0.33%
139,752
+46,240
81
$33.6M 0.33%
741,425
+330,217
82
$33.6M 0.33%
1,158,371
+236,241
83
$33.5M 0.33%
1,124,816
+249,162
84
$33.2M 0.33%
1,240,607
+786,226
85
$32.9M 0.32%
309,868
+48,043
86
$32.8M 0.32%
196,785
-36,286
87
$32.7M 0.32%
433,077
+135,612
88
$31.7M 0.31%
226,967
+26,702
89
$31.4M 0.31%
254,644
+46,591
90
$29.3M 0.29%
317,166
-15,258
91
$29.2M 0.29%
345,099
+54,634
92
$29.1M 0.29%
1,232,787
+356,404
93
$28.9M 0.28%
647,899
+157,710
94
$28.8M 0.28%
288,326
+75,880
95
$28.8M 0.28%
163,301
+24,873
96
$28.8M 0.28%
826,020
+203,285
97
$28.6M 0.28%
486,232
+48,015
98
$28.2M 0.28%
242,944
+30,953
99
$28.1M 0.28%
1,310,476
+15,570
100
$27.8M 0.27%
466,622
+154,938
2 3
4
5 6