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 19.52%
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
101
$27.4M 0.27%
91,152
+8,603
102
$26.6M 0.26%
738,393
-61,420
103
$26.5M 0.26%
474,372
+166,610
104
$26.1M 0.26%
2,656,085
+418,449
105
$26M 0.25%
601,965
+122,896
106
$25.9M 0.25%
+551,505
107
$25.9M 0.25%
536,763
+4,950
108
$25M 0.24%
326,187
+64,933
109
$24.5M 0.24%
371,724
+32,605
110
$23.8M 0.23%
548,945
+111,557
111
$23.8M 0.23%
605,565
+299,804
112
$23.7M 0.23%
1,359,610
-2,480
113
$23.4M 0.23%
396,932
+264,232
114
$23.4M 0.23%
453,571
+55,501
115
$22.9M 0.22%
1,646,669
+714,452
116
$22.8M 0.22%
181,266
+50,870
117
$22.7M 0.22%
974,661
+602,620
118
$22.5M 0.22%
378,593
+6,169
119
$22.3M 0.22%
467,445
+59,684
120
$22.2M 0.22%
148,975
-16,011
121
$21.7M 0.21%
250,300
+35,523
122
$21.6M 0.21%
426,938
+201,894
123
$21.3M 0.21%
553,524
+505,764
124
$21.3M 0.21%
271,920
+33,401
125
$21.2M 0.21%
294,975
+84,070
3 4
5
6 7