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
976
$74K ﹤0.01%
+71,406
977
– –
0
978
$72K ﹤0.01%
469
-944
979
$72K ﹤0.01%
15,019
-47,553
980
$70K ﹤0.01%
12,898
-900
981
$69K ﹤0.01%
5,177
-2,900
982
$67K ﹤0.01%
27,200
+17,100
983
$66K ﹤0.01%
+21,405
984
$64K ﹤0.01%
498
+109
985
$63K ﹤0.01%
53,394
986
$61K ﹤0.01%
5,629
-6,558
987
– –
0
988
$58K ﹤0.01%
62,165
989
$57K ﹤0.01%
11,450
-2,600
990
$54K ﹤0.01%
828
991
$49K ﹤0.01%
45
992
$41K ﹤0.01%
4,455
-16,351
993
$34K ﹤0.01%
14,933
-2,867
994
$33K ﹤0.01%
16,256
-925
995
$33K ﹤0.01%
52,108
-49,219
996
$27K ﹤0.01%
2,460
997
$26K ﹤0.01%
17,630
-55,938
998
$24K ﹤0.01%
4,250
-15,797
999
$23K ﹤0.01%
435
-7,059
1000
$9K ﹤0.01%
+2,055
38 39
40
41 42