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
$5.69B
AUM Growth
-$1.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1
+$60M
2
+$24M
3
+$22.6M
4
TJX icon
TJX Companies
TJX
+$20.5M
5
SNPS icon
Synopsys
SNPS
+$18.9M

Top Sells

1
+$45.2M
2
+$25.3M
3
+$22.9M
4
ACN icon
Accenture
ACN
+$21.4M
5
GM icon
General Motors
GM
+$19.6M

Sector Composition

1 Technology 19.85%
2 Financials 17.71%
3 Consumer Discretionary 12.6%
4 Healthcare 11.49%
5 Industrials 11.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$15.7M 0.28%
188,905
+5,420
102
$15.4M 0.27%
187,670
+28,692
103
$15.3M 0.27%
548,778
-66,750
104
$15.2M 0.27%
474,981
-63,860
105
$14.9M 0.26%
473,640
-258,780
106
$14.6M 0.26%
1,449,144
-464,572
107
$14.3M 0.25%
221,444
-32,148
108
$14.1M 0.25%
468,263
-66,730
109
$13.8M 0.24%
285,918
+70,151
110
$13.6M 0.24%
228,352
-300,395
111
$13.5M 0.24%
72,804
-26,791
112
$13.4M 0.24%
116,069
-54,250
113
$13.2M 0.23%
125,620
-60,836
114
$13.1M 0.23%
52,782
-57,693
115
$13M 0.23%
204,360
+119,630
116
$13M 0.23%
348,340
+23,810
117
$12.9M 0.23%
1,343,339
-200,349
118
$12.8M 0.22%
432,776
+194,930
119
$12.8M 0.22%
296,927
+68,480
120
$12.4M 0.22%
214,632
+205,692
121
$12.4M 0.22%
35,071
-17,605
122
$12.3M 0.22%
241,585
-56,480
123
$12.2M 0.21%
161,637
+98,730
124
$12.2M 0.21%
355,981
+23,434
125
$12.1M 0.21%
746,333
-57,700
3 4
5
6 7