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
201
$12.8M 0.13%
178,446
-6,678
202
$12.7M 0.12%
311,338
+242,872
203
$12.7M 0.12%
209,752
+30,672
204
$12.5M 0.12%
468,137
+117,463
205
$12.5M 0.12%
800,114
+408,389
206
$12.4M 0.12%
299,177
-19,025
207
$12.4M 0.12%
928,640
+357,597
208
$12.3M 0.12%
93,521
+65,268
209
$12.3M 0.12%
2,829,662
+1,594,144
210
$12.2M 0.12%
290,872
-174,480
211
$12M 0.12%
1,004,461
+827,861
212
$11.9M 0.12%
413,889
+54,312
213
$11.9M 0.12%
1,399,777
+268,634
214
$11.8M 0.12%
676,755
+122,801
215
$11.8M 0.12%
247,451
+155,646
216
$11.8M 0.12%
245,150
+11,818
217
$11.8M 0.12%
+501,304
218
$11.7M 0.12%
452,615
+71,060
219
$11.5M 0.11%
156,828
+152,828
220
$11.5M 0.11%
55,914
+1,059
221
$11.5M 0.11%
158,490
-26,960
222
$11.4M 0.11%
343,898
+104,528
223
$11.1M 0.11%
587,985
-80,937
224
$11.1M 0.11%
+718,952
225
$11M 0.11%
242,759
+46,660
7 8
9
10 11