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
126
$11.8M 0.21%
313,430
-161,110
127
$11.5M 0.2%
194,855
-2,500
128
$11.3M 0.2%
53,771
-54,951
129
$11.3M 0.2%
142,804
+4,920
130
$10.9M 0.19%
410,540
-152,880
131
$10.6M 0.19%
213,359
-44,125
132
$10.5M 0.18%
12,750
+2,533
133
$10.4M 0.18%
717,276
+119,580
134
$10.3M 0.18%
117,544
+21,010
135
$10.2M 0.18%
670,945
+25,100
136
$10.2M 0.18%
+422,865
137
$10.1M 0.18%
220,363
+45,990
138
$10.1M 0.18%
151,092
-132,910
139
$10M 0.18%
328,696
-80,120
140
$9.93M 0.17%
258,822
-24,030
141
$9.93M 0.17%
213,664
-64,322
142
$9.82M 0.17%
132,490
+110,930
143
$9.78M 0.17%
372,450
+362,370
144
$9.66M 0.17%
+747,521
145
$9.66M 0.17%
90,016
+6,530
146
$9.65M 0.17%
595,864
+110,200
147
$9.62M 0.17%
348,912
-75,840
148
$9.58M 0.17%
372,866
-3,200
149
$9.44M 0.17%
363,825
+58,140
150
$9.27M 0.16%
295,786
+21,540
4 5
6
7 8