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
176
$10.4M 0.15%
218,054
+68,475
177
$10.4M 0.15%
538,048
+140,978
178
$10.3M 0.15%
763,590
+310,551
179
$10.2M 0.15%
192,210
+42,400
180
$10.2M 0.15%
+55,750
181
$10.1M 0.15%
99,551
+2,590
182
$10.1M 0.15%
144,137
+72,270
183
$10.1M 0.15%
506,928
+131,010
184
$10.1M 0.15%
82,335
+2,189
185
$10M 0.14%
140,865
+22,640
186
$9.8M 0.14%
349,022
+133,887
187
$9.67M 0.14%
883,547
+24,260
188
$9.54M 0.14%
423,453
+104,600
189
$9.53M 0.14%
228,847
-68,080
190
$9.5M 0.14%
376,830
-11,490
191
$9.49M 0.14%
203,434
+26,120
192
$9.46M 0.14%
218,150
+53,310
193
$9.46M 0.14%
322,600
+143,987
194
$9.37M 0.14%
123,517
+113,177
195
$9.36M 0.14%
170,901
+28,190
196
$9.3M 0.13%
106,302
+21,540
197
$9.3M 0.13%
317,460
-93,080
198
$9.25M 0.13%
174,551
+53,503
199
$9.21M 0.13%
111,980
-8,160
200
$9.19M 0.13%
408,705
+123,321
6 7
8
9 10