Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $23.8B
1-Year Est. Return 25.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.4%
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 12.28%
5 Healthcare 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
– –
-25,310
1102
– –
-159,404
1103
– –
-59,044
1104
– –
-10,127
1105
– –
-870,183
1106
– –
-160,244
1107
– –
-410,670
1108
– –
-310,688
1109
– –
-79,700
1110
– –
-9,040
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