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
$5.6B
AUM Growth
+$769M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,266
New
Increased
Reduced
Closed

Top Buys

1
+$49.4M
2
+$41.5M
3
+$29.9M
4
A icon
Agilent Technologies
A
+$25.8M
5
BWXT icon
BWX Technologies
BWXT
+$24.3M

Top Sells

1
+$27.1M
2
+$25.6M
3
+$24.7M
4
AAPL icon
Apple
AAPL
+$24.2M
5
CDNS icon
Cadence Design Systems
CDNS
+$23.2M

Sector Composition

1 Technology 19.55%
2 Financials 15.15%
3 Healthcare 14.96%
4 Consumer Discretionary 10.52%
5 Industrials 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$9.22M 0.16%
+108,080
177
$9M 0.16%
594,991
-73,400
178
$8.98M 0.16%
207,554
-99,373
179
$8.87M 0.16%
1,668,160
+180,640
180
$8.52M 0.15%
193,250
-501,411
181
$8.5M 0.15%
250,125
-55,752
182
$8.41M 0.15%
349,890
-217,170
183
$8.38M 0.15%
179,314
-100,630
184
$8.32M 0.15%
79,539
-35,815
185
$8.24M 0.15%
324,470
+52,630
186
$8.23M 0.15%
+218,299
187
$8.2M 0.15%
+154,351
188
$8.15M 0.15%
117,867
+97,037
189
$8.09M 0.14%
557,479
-6,900
190
$8.06M 0.14%
70,380
191
$8.04M 0.14%
286,734
+176,194
192
$7.95M 0.14%
525,427
-1,800
193
$7.87M 0.14%
80,990
+31,140
194
$7.7M 0.14%
4,496,000
-2,448,000
195
$7.69M 0.14%
157,595
+144,315
196
$7.63M 0.14%
134,979
+3,170
197
$7.62M 0.14%
164,642
-12,348
198
$7.59M 0.14%
153,710
-13,890
199
$7.51M 0.13%
126,879
+68,077
200
$7.5M 0.13%
46,500
+13,450
6 7
8
9 10