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
201
$7.49M 0.13%
201,701
+98,660
202
$7.47M 0.13%
314,791
-198,677
203
$7.45M 0.13%
166,438
+21,910
204
$7.22M 0.13%
62,186
+14,900
205
$7.21M 0.13%
93,095
-2,220
206
$7.18M 0.13%
438,003
+92,220
207
$7.03M 0.13%
91,625
-321,517
208
$7.01M 0.13%
5,587
+570
209
$6.97M 0.12%
210,012
-185,900
210
$6.91M 0.12%
765,100
+100,669
211
$6.88M 0.12%
31,800
-20,000
212
$6.82M 0.12%
288,242
+74,052
213
$6.8M 0.12%
46,982
+44,062
214
$6.79M 0.12%
515,568
+182,268
215
$6.78M 0.12%
332,640
+54,000
216
$6.77M 0.12%
293,630
-12,374
217
$6.67M 0.12%
+41,181
218
$6.67M 0.12%
132,280
-119,016
219
$6.67M 0.12%
129,980
+71,450
220
$6.66M 0.12%
101,724
-52,790
221
$6.61M 0.12%
85,410
+41,025
222
$6.49M 0.12%
666,753
+132,090
223
$6.33M 0.11%
276,342
-128,940
224
$6.31M 0.11%
355,682
+53,130
225
$6.29M 0.11%
328,809
-900
7 8
9
10 11