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

Top Buys

1
+$34.9M
2
+$31.5M
3
+$29.1M
4
MCK icon
McKesson
MCK
+$24.8M
5
CABO icon
Cable One
CABO
+$23.9M

Top Sells

1
+$55.8M
2
+$52.7M
3
+$42.5M
4
ISRG icon
Intuitive Surgical
ISRG
+$35.5M
5
XLNX
Xilinx Inc
XLNX
+$33.4M

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
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1052
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1053
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1055
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1056
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-39,486
1057
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1058
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1059
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0
1060
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1061
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1062
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1063
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1064
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1065
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1067
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1069
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1070
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1071
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1072
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1073
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-146,942
1074
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1075
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-35,676
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