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
151
$11.9M 0.17%
+605,104
152
$11.9M 0.17%
34,232
+14,624
153
$11.9M 0.17%
808,652
+178,574
154
$11.8M 0.17%
273,266
-100,614
155
$11.8M 0.17%
368,302
+19,390
156
$11.8M 0.17%
123,750
+29,310
157
$11.7M 0.17%
315,024
+64,800
158
$11.7M 0.17%
337,865
+212,145
159
$11.6M 0.17%
191,117
+89,310
160
$11.5M 0.17%
137,192
+59,472
161
$11.5M 0.17%
+6,580
162
$11.4M 0.16%
210,268
+16,232
163
$11.4M 0.16%
433,542
+51,630
164
$11.3M 0.16%
636,421
+214,518
165
$11.2M 0.16%
388,857
+142,058
166
$11.2M 0.16%
515,190
+55,000
167
$11.2M 0.16%
123,920
+94,730
168
$11M 0.16%
777,557
+409,578
169
$10.9M 0.16%
36,204
-45,822
170
$10.9M 0.16%
500,037
+113,400
171
$10.8M 0.16%
267,246
+26,810
172
$10.6M 0.15%
23,470
-11,601
173
$10.6M 0.15%
133,060
+29,340
174
$10.5M 0.15%
+50,483
175
$10.5M 0.15%
120,475
+49,180
5 6
7
8 9