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 19.58%
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
1076
– –
-23,400
1077
– –
-23,187
1078
– –
-172,012
1079
– –
-12,896
1080
– –
-10,652
1081
– –
-6,433
1082
– –
-60,670
1083
– –
-325,491
1084
– –
-56,334
1085
– –
-65,256
1086
– –
-27,702
1087
– –
-6,400
1088
– –
-2,074,109
1089
– –
-40,449
1090
– –
-248,883
1091
– –
-86,659
1092
– –
-201,976
1093
– –
-12,445
1094
– –
-82,855
1095
– –
-98,300
1096
– –
-43,566
1097
– –
-235,305
1098
– –
-27,500
1099
– –
-168,221
1100
– –
-60,600
41 42 43
44
45