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
$7.23B
AUM Growth
+$298M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,100
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$38.1M
3
+$37.8M
4
ADSK icon
Autodesk
ADSK
+$37.6M
5
KO icon
Coca-Cola
KO
+$36.5M

Top Sells

1
+$51.9M
2
+$40.4M
3
+$33.8M
4
MSFT icon
Microsoft
MSFT
+$31.4M
5
F icon
Ford
F
+$30.2M

Sector Composition

1 Technology 18.64%
2 Financials 17.68%
3 Consumer Discretionary 13.74%
4 Industrials 11.44%
5 Healthcare 11.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.5M 0.12%
+46,424
227
$8.49M 0.12%
30,828
-35,275
228
$8.49M 0.12%
94,705
+57,961
229
$8.44M 0.12%
240,070
+26,500
230
$8.39M 0.12%
257,870
+38,450
231
$8.36M 0.12%
179,024
+85,810
232
$8.36M 0.12%
187,363
+108,486
233
$8.3M 0.11%
165,934
+20,680
234
$8.3M 0.11%
435,990
+128,920
235
$8.29M 0.11%
91,377
-3,930
236
$8.29M 0.11%
205,750
-12,400
237
$8.25M 0.11%
113,685
-27,180
238
$8.23M 0.11%
143,062
+95,862
239
$8.2M 0.11%
225,949
+5,360
240
$8.18M 0.11%
187,470
-131,513
241
$8.08M 0.11%
16,014
-7,456
242
$8.02M 0.11%
526,094
+41,610
243
$8.02M 0.11%
66,704
+31,217
244
$8.01M 0.11%
184,099
+13,660
245
$7.91M 0.11%
385,454
+9,100
246
$7.86M 0.11%
256,518
+138,136
247
$7.82M 0.11%
83,481
-9,604
248
$7.75M 0.11%
297,812
+7,020
249
$7.69M 0.11%
132,983
-29,797
250
$7.66M 0.11%
246,654
-21,153
8 9
10
11 12