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
251
$7.64M 0.11%
178,760
-13,450
252
$7.64M 0.11%
392,807
+261,343
253
$7.55M 0.1%
777,268
+61,250
254
$7.47M 0.1%
+99,480
255
$7.42M 0.1%
373,081
-119,928
256
$7.41M 0.1%
146,288
-28,263
257
$7.39M 0.1%
81,276
-229
258
$7.34M 0.1%
87,380
+4,890
259
$7.32M 0.1%
354,514
+40,650
260
$7.29M 0.1%
159,182
+83,826
261
$7.29M 0.1%
100,885
-19,590
262
$7.26M 0.1%
+32,317
263
$7.2M 0.1%
112,070
+59,380
264
$7.15M 0.1%
324,249
+30,140
265
$7.15M 0.1%
254,249
+36,560
266
$7.11M 0.1%
267,034
+9,668
267
$7.02M 0.1%
166,066
+27,380
268
$6.99M 0.1%
518,285
-25,700
269
$6.98M 0.1%
291,833
-184,117
270
$6.87M 0.1%
126,902
-3,177
271
$6.87M 0.1%
70,330
-67,140
272
$6.78M 0.09%
54,494
-132,494
273
$6.74M 0.09%
39,617
-5,340
274
$6.73M 0.09%
378,066
+50,360
275
$6.72M 0.09%
96,764
+8,130
9 10
11
12 13