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
126
$21.2M 0.21%
+853,778
127
$20.8M 0.2%
42,683
-24,462
128
$20.7M 0.2%
407,468
+60,043
129
$20.4M 0.2%
257,293
+31,038
130
$20.4M 0.2%
208,244
+2,302
131
$20.3M 0.2%
318,955
+186,085
132
$20.3M 0.2%
229,953
-916,174
133
$20M 0.2%
1,194,150
-1,289,650
134
$19.6M 0.19%
127,321
+117,871
135
$19.5M 0.19%
460,598
-139,779
136
$19.3M 0.19%
524,175
+62,485
137
$19.2M 0.19%
177,503
-205,557
138
$19.2M 0.19%
429,402
+133,357
139
$18.8M 0.18%
1,121,091
+134,321
140
$18.8M 0.18%
919,465
+257,206
141
$18.7M 0.18%
184,443
-217,197
142
$18.4M 0.18%
1,103,085
+863,577
143
$18.4M 0.18%
418,828
+43,902
144
$18.2M 0.18%
567,490
+427,948
145
$17.9M 0.18%
691,635
+82,287
146
$17.9M 0.18%
294,327
-26,130
147
$17.5M 0.17%
239,628
+8,928
148
$17.4M 0.17%
161,832
+47,903
149
$17.4M 0.17%
+518,764
150
$17.4M 0.17%
207,299
-36,835
4 5
6
7 8