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
976
$94K ﹤0.01%
+3,840
977
$91K ﹤0.01%
5,909
+2,520
978
$87K ﹤0.01%
2,067
+916
979
$84K ﹤0.01%
+196
980
$75K ﹤0.01%
30,185
-6,741
981
$67K ﹤0.01%
411
982
$60K ﹤0.01%
14,200
983
$59K ﹤0.01%
+22,603
984
$59K ﹤0.01%
+592
985
$53K ﹤0.01%
+1,941
986
$23K ﹤0.01%
10,277
-17,656
987
– –
-44,253
988
– –
-6,930
989
– –
-22,050
990
– –
-102,590
991
– –
-18,060
992
– –
-53,800
993
– –
-200,600
994
– –
-13,300
995
– –
-283,200
996
– –
-17,050
997
– –
-57,100
998
– –
-36,375
999
– –
-25,517
1000
– –
-88,670
38 39
40
41 42