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
176
$14.5M 0.14%
133,267
-293
177
$14.4M 0.14%
1,210,503
+1,050,874
178
$14.4M 0.14%
188,942
+92,099
179
$14.3M 0.14%
+381,309
180
$14.3M 0.14%
1,122,688
+525,680
181
$14.2M 0.14%
93,992
-25,646
182
$14.1M 0.14%
245,773
+10,219
183
$14.1M 0.14%
1,209,850
+691,535
184
$14.1M 0.14%
332,159
+12,164
185
$14.1M 0.14%
296,660
+163,070
186
$14M 0.14%
3,475,801
+2,813,284
187
$13.9M 0.14%
101,946
+12,124
188
$13.9M 0.14%
273,394
+36,918
189
$13.8M 0.14%
476,981
+70,993
190
$13.8M 0.14%
283,962
+45,618
191
$13.7M 0.13%
86,446
-18,611
192
$13.6M 0.13%
1,242,953
+308,468
193
$13.5M 0.13%
1,832,823
+214,125
194
$13.5M 0.13%
474,370
+21,890
195
$13.5M 0.13%
188,424
-7,745
196
$13.2M 0.13%
83,525
-7,051
197
$13.2M 0.13%
6,443
+132
198
$13.2M 0.13%
433,405
+12,931
199
$12.8M 0.13%
+263,313
200
$12.8M 0.13%
262,841
+258,621
6 7
8
9 10