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
1026
– –
-15,520
1027
– –
-46,180
1028
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-76,967
1029
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-11,135
1030
– –
-13,607
1031
– –
-344,039
1032
– –
-29,405
1033
– –
-15,610
1034
– –
-36,679
1035
– –
0
1036
– –
-21,000
1037
– –
-3,080
1038
– –
-15,166
1039
– –
-16,700
1040
– –
-2,520
1041
– –
-11,070
1042
– –
-15,492
1043
– –
-1,580
1044
– –
-9,776
1045
– –
-1,612
1046
– –
-60,204
1047
– –
-6,116
1048
– –
-50,500
1049
– –
-89,050
1050
– –
-6,420
40 41
42
43 44