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
151
$9.17M 0.16%
149,579
+58,341
152
$9.16M 0.16%
120,140
+92,150
153
$9.09M 0.16%
388,320
+289,980
154
$8.91M 0.16%
71,306
+3,590
155
$8.89M 0.16%
360,880
+283,780
156
$8.83M 0.16%
149,810
+7,200
157
$8.77M 0.15%
194,036
-11,681
158
$8.59M 0.15%
361,660
-29,110
159
$8.56M 0.15%
119,681
-1,647
160
$8.51M 0.15%
106,894
+25,750
161
$8.38M 0.15%
177,314
-5,430
162
$8.34M 0.15%
255,247
-88,460
163
$8.33M 0.15%
190,606
+10,638
164
$8.33M 0.15%
240,436
-17,530
165
$8.12M 0.14%
944,460
-33,200
166
$8.1M 0.14%
101,807
-3,940
167
$8.09M 0.14%
381,912
+42,868
168
$8.07M 0.14%
45,310
-45,820
169
$8.06M 0.14%
181,966
+12,720
170
$8.05M 0.14%
94,440
-15,915
171
$7.83M 0.14%
80,146
-740
172
$7.7M 0.14%
118,225
+59,705
173
$7.69M 0.14%
387,347
+30,900
174
$7.65M 0.13%
96,961
-157,754
175
$7.65M 0.13%
325,960
-48,842
5 6
7
8 9