Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.5B
1-Year Est. Return 20.81%
This Quarter Est. Return
1 Year Est. Return
+20.81%
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
1
$314M 3.08%
1,988,650
+95,049
2
$279M 2.73%
4,166,900
+706,460
3
$236M 2.31%
2,551,300
+44,940
4
$183M 1.79%
2,491,768
+651,752
5
$165M 1.62%
553,639
+85,536
6
$122M 1.2%
1,391,661
+283,833
7
$114M 1.12%
310,363
+46,412
8
$106M 1.04%
358,313
+49,474
9
$104M 1.02%
1,594,912
+474,692
10
$102M 1%
1,156,344
+688,492
11
$91.9M 0.9%
824,804
+286,794
12
$90.3M 0.89%
9,705,814
+2,792,959
13
$86.6M 0.85%
1,564,275
+442,191
14
$86.4M 0.85%
286,069
+71,794
15
$83.3M 0.82%
602,018
+214,509
16
$81.9M 0.8%
1,275,446
+350,843
17
$81.4M 0.8%
723,481
+146,167
18
$80.4M 0.79%
1,690,134
+1,187,547
19
$69.3M 0.68%
248,219
+125,670
20
$67.5M 0.66%
229,675
+26,461
21
$66.7M 0.65%
662,314
+168,439
22
$66.1M 0.65%
596,405
+116,024
23
$65.6M 0.64%
700,860
+36,129
24
$64.3M 0.63%
279,904
+37,424
25
$63.9M 0.63%
576,482
+169,605
1
2 3 4 5