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
$6.93B
AUM Growth
+$1.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,110
New
Increased
Reduced
Closed

Top Buys

1
+$36.7M
2
+$34.7M
3
+$32.2M
4
CABO icon
Cable One
CABO
+$25.9M
5
MCK icon
McKesson
MCK
+$23.5M

Top Sells

1
+$55.8M
2
+$55M
3
+$42.4M
4
XLNX
Xilinx Inc
XLNX
+$37.7M
5
ISRG icon
Intuitive Surgical
ISRG
+$35.5M

Sector Composition

1 Technology 19.87%
2 Financials 16.58%
3 Consumer Discretionary 13.8%
4 Industrials 12.27%
5 Healthcare 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
– –
-14,420
977
– –
-7,388
978
– –
-25,310
979
– –
-159,404
980
– –
-59,044
981
– –
-160,244
982
– –
-13,270
983
– –
-12,990
984
– –
-4,697
985
– –
-6,000
986
– –
-62,344
987
– –
-29,165
988
– –
-2,050
989
– –
-5,624
990
– –
-3,450
991
– –
-1,824
992
– –
-6,530
993
– –
-9,040
994
– –
-194,850
995
– –
-176,340
996
– –
-2,710
997
– –
-11,378
998
– –
-12,578
999
– –
-69,200
1000
– –
-220,500
38 39
40
41 42