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 19.52%
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
1051
– –
-55,025
1052
– –
-125,934
1053
– –
-16,318
1054
– –
-9,100
1055
– –
-54,504
1056
– –
-23,800
1057
– –
-14,600
1058
– –
-11,750
1059
– –
-9,921
1060
– –
-12,620
1061
– –
-25,290
1062
– –
-9,452
1063
– –
-7,515
1064
– –
-139,162
1065
– –
-23,187
1066
– –
-172,012
1067
– –
-12,896
1068
– –
-10,652
1069
– –
-6,433
1070
– –
-325,491
1071
– –
-56,334
1072
– –
-65,256
1073
– –
-201,976
1074
– –
-12,445
1075
– –
-82,855
41 42
43
44 45