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
101
$17.4M 0.25%
251,302
+22,950
102
$17.3M 0.25%
260,706
-418,400
103
$17.2M 0.25%
169,780
-4,250
104
$17.1M 0.25%
429,920
+81,580
105
$17.1M 0.25%
+119,304
106
$17M 0.25%
469,054
-79,724
107
$17M 0.25%
92,342
-230,348
108
$16.9M 0.24%
360,530
-236,730
109
$16.6M 0.24%
989,523
+243,190
110
$16.5M 0.24%
216,700
+148,830
111
$16.4M 0.24%
288,400
+228,540
112
$15.8M 0.23%
365,425
-142,129
113
$15.7M 0.23%
74,872
-26,638
114
$15.1M 0.22%
53,231
-540
115
$14.8M 0.21%
66,103
-6,701
116
$14.7M 0.21%
118,210
-7,410
117
$14.7M 0.21%
160,990
+41,309
118
$14.6M 0.21%
293,889
-144,380
119
$14.6M 0.21%
+74,140
120
$14.6M 0.21%
386,890
-81,373
121
$14.6M 0.21%
270,320
-139,030
122
$14.5M 0.21%
450,165
+86,340
123
$14.3M 0.21%
281,597
+75,790
124
$14.2M 0.21%
319,870
+6,440
125
$14.2M 0.2%
318,983
+220,461
3 4
5
6 7