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
251
$5.89M 0.1%
+279,900
252
$5.84M 0.1%
+998,002
253
$5.81M 0.1%
+223,027
254
$5.76M 0.1%
+213,650
255
$5.75M 0.1%
+335,824
256
$5.74M 0.1%
+69,168
257
$5.68M 0.1%
+268,670
258
$5.63M 0.1%
+120,544
259
$5.6M 0.1%
+228,387
260
$5.53M 0.1%
+254,000
261
$5.53M 0.1%
+230,754
262
$5.49M 0.1%
+624,368
263
$5.45M 0.1%
+2,964
264
$5.44M 0.1%
+127,950
265
$5.44M 0.1%
+2,754,048
266
$5.32M 0.09%
+219,900
267
$5.29M 0.09%
+121,900
268
$5.22M 0.09%
+800,630
269
$5.18M 0.09%
+245,930
270
$5.17M 0.09%
+141,160
271
$5.16M 0.09%
+78,700
272
$5.13M 0.09%
+182,790
273
$5.11M 0.09%
+107,200
274
$5.08M 0.09%
+58,540
275
$5.07M 0.09%
+394,640
9 10
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