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
$6.93B
AUM Growth
+$1.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,110
New
Increased
Reduced
Closed

Top Buys

1
+$36.7M
2
+$34.7M
3
+$32.2M
4
CABO icon
Cable One
CABO
+$25.9M
5
MCK icon
McKesson
MCK
+$23.5M

Top Sells

1
+$55.8M
2
+$55M
3
+$42.4M
4
XLNX
Xilinx Inc
XLNX
+$37.7M
5
ISRG icon
Intuitive Surgical
ISRG
+$35.5M

Sector Composition

1 Technology 19.87%
2 Financials 16.58%
3 Consumer Discretionary 13.8%
4 Industrials 12.27%
5 Healthcare 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
– –
-393,100
1027
– –
-1,953
1028
– –
-23,220
1029
– –
-91,980
1030
– –
-71,306
1031
– –
-1,970
1032
– –
-118,446
1033
– –
-1,547
1034
– –
-595,864
1035
– –
-25,520
1036
– –
-33,200
1037
– –
-86,590
1038
– –
-970
1039
– –
-26,416
1040
– –
-26,140
1041
– –
-79,094
1042
– –
-190,606
1043
– –
-361,660
1044
– –
-60,100
1045
– –
-14,939
1046
– –
-10,620
1047
– –
-112,800
1048
– –
-5,420
1049
– –
-11,794
1050
– –
-19,799
40 41
42
43 44