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 19.85%
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
1076
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-5,252
1077
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1078
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-13,300
1079
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-12,875
1080
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-7,400
1081
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-80,525
1082
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-10,267
1083
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-129,286
1084
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-70,610
1085
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1086
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1087
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1088
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-26,919
1089
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1090
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-430,264
1091
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-33,500
1092
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1093
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1094
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1095
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1096
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-161,087
1097
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-1,075
1098
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-25,088
1099
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-11,200
1100
– –
-10,736
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