Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.9B
1-Year Est. Return 21.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.9%
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
+$57.2M
2
+$52.3M
3
+$46M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$45.6M
5
AAPL icon
Apple
AAPL
+$41.9M

Top Sells

1
+$76.7M
2
+$62.9M
3
+$49.7M
4
AZPN
ASPEN TECHNOLOGY INC
AZPN
+$37.5M
5
DFS
Discover Financial Services
DFS
+$35.3M

Sector Composition

1 Technology 19.58%
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
– –
-10,268
988
– –
-89,050
989
– –
-6,420
990
– –
-246,354
991
– –
-10,720
992
– –
-43,830
993
– –
-13,376
994
– –
-269,570
995
– –
-258,888
996
– –
-227,218
997
– –
-51,277
998
– –
-55,025
999
– –
-125,934
1000
– –
-16,318
38 39
40
41 42