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
$5.66B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
959
New
Increased
Reduced
Closed

Top Buys

1
+$124M
2
+$92M
3
+$90.8M
4
MSFT icon
Microsoft
MSFT
+$71M
5
WMT icon
Walmart
WMT
+$57.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.69%
2 Industrials 12.48%
3 Financials 11.08%
4 Consumer Discretionary 10.68%
5 Healthcare 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.76M 0.12%
+182,260
227
$6.76M 0.12%
+338,844
228
$6.76M 0.12%
+524,815
229
$6.73M 0.12%
+139,700
230
$6.7M 0.12%
+166,570
231
$6.59M 0.12%
+99,590
232
$6.57M 0.12%
+91,286
233
$6.53M 0.12%
+49,804
234
$6.38M 0.11%
+296,560
235
$6.38M 0.11%
+209,715
236
$6.38M 0.11%
+250,131
237
$6.36M 0.11%
+88,027
238
$6.32M 0.11%
+867,250
239
$6.29M 0.11%
+251,813
240
$6.26M 0.11%
+150,252
241
$6.25M 0.11%
+74,680
242
$6.25M 0.11%
+166,087
243
$6.22M 0.11%
+148,300
244
$6.22M 0.11%
+94,434
245
$6.2M 0.11%
+251,553
246
$6.16M 0.11%
+181,600
247
$6.12M 0.11%
+122,440
248
$6.02M 0.11%
+184,078
249
$5.99M 0.11%
+34,460
250
$5.94M 0.1%
+110,950
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