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
1026
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1027
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1028
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0
1029
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1030
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1031
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1032
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1033
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1034
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-9,880
1035
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-22,170
1036
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-11,070
1037
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-15,492
1038
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-1,580
1039
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-9,776
1040
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1041
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1042
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1043
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1044
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1045
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1046
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1047
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1048
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1049
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-13,376
1050
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-269,570
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