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
1001
$5K ﹤0.01%
1,995
1002
– –
-14,070
1003
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-45,584
1004
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-32,300
1005
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-17,276
1006
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-55,080
1007
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-43,904
1008
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-25,175
1009
– –
-18
1010
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-19,933
1011
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-3,260
1012
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-124,585
1013
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-8,120
1014
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-11,850
1015
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-9,660
1016
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-237,901
1017
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-28,300
1018
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-27,600
1019
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-10,000
1020
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-20,800
1021
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-10,200
1022
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-11,922
1023
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-3,900
1024
– –
-391
1025
– –
-15,340
39 40
41
42 43