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
1051
– –
-11,317
1052
– –
-78,024
1053
– –
-39,486
1054
– –
-45,380
1055
– –
-2,775
1056
– –
0
1057
– –
-210,078
1058
– –
-36,473
1059
– –
-151,111
1060
– –
-43,449
1061
– –
-15,830
1062
– –
-37,400
1063
– –
-129,715
1064
– –
-11,560
1065
– –
-213,907
1066
– –
-35,610
1067
– –
-8,400
1068
– –
-28,472
1069
– –
-146,942
1070
– –
-202,750
1071
– –
-35,676
1072
– –
-5,900
1073
– –
-25,880
1074
– –
-10,726
1075
– –
-40,614
41 42
43
44 45