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
1001
– –
-9,779
1002
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-396,502
1003
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-56,472
1004
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-50,586
1005
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-8,249
1006
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-13,792
1007
– –
-5,670
1008
– –
-52,081
1009
– –
-37,100
1010
– –
-32,380
1011
– –
-48,241
1012
– –
-43,962
1013
– –
-57,352
1014
– –
-13,300
1015
– –
-11,277
1016
– –
-498
1017
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-2,910
1018
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-15,520
1019
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-46,180
1020
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-10,210
1021
– –
-76,967
1022
– –
-11,135
1023
– –
-13,607
1024
– –
-344,039
1025
– –
-29,405
39 40
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