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
1076
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-202,750
1077
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1078
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-5,900
1079
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1080
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-40,614
1082
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1083
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1084
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-136,043
1085
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-8,710
1086
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-28,500
1087
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1088
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-109,380
1089
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-72,433
1090
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1091
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1092
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1093
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1094
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-491
1095
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1096
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1097
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1098
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1099
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-7,400
1100
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-80,525
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