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
151
$17.3M 0.17%
502,506
+9,198
152
$17M 0.17%
94,999
+8,969
153
$16.9M 0.17%
228,640
+16,480
154
$16.9M 0.17%
+525,488
155
$16.8M 0.17%
122,927
+5,498
156
$16.4M 0.16%
388,823
+48,394
157
$16.2M 0.16%
312,791
+188,146
158
$16.1M 0.16%
1,495,196
+138,845
159
$16M 0.16%
63,573
-15,495
160
$15.9M 0.16%
+242,606
161
$15.9M 0.16%
659,967
+277,325
162
$15.9M 0.16%
1,112,270
+241,920
163
$15.7M 0.15%
477,498
+180,048
164
$15.7M 0.15%
501,415
+376,335
165
$15.5M 0.15%
424,340
+64,043
166
$15.4M 0.15%
259,100
+67,411
167
$15.3M 0.15%
189,379
+100,854
168
$15.3M 0.15%
410,972
+39,429
169
$15.3M 0.15%
1,922,400
+550,675
170
$15.2M 0.15%
190,860
+128,668
171
$15M 0.15%
591,963
+138,857
172
$15M 0.15%
879,138
+225,862
173
$14.8M 0.14%
362,758
-70,938
174
$14.7M 0.14%
163,571
+50,080
175
$14.6M 0.14%
142,309
+15,487
5 6
7
8 9