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 19.58%
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
1001
– –
-6,930
1002
– –
-22,050
1003
– –
-102,590
1004
– –
-18,060
1005
– –
-53,800
1006
– –
-200,600
1007
– –
-3,440
1008
– –
-13,300
1009
– –
-283,200
1010
– –
-17,050
1011
– –
-57,100
1012
– –
-36,375
1013
– –
-25,517
1014
– –
-8,249
1015
– –
-13,792
1016
– –
-5,670
1017
– –
-52,081
1018
– –
-32,380
1019
– –
-48,241
1020
– –
-43,962
1021
– –
-57,352
1022
– –
-13,300
1023
– –
-11,277
1024
– –
-498
1025
– –
-2,910
39 40
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