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
276
$5.06M 0.09%
+170,000
277
$5.02M 0.09%
+289,105
278
$4.96M 0.09%
+63,870
279
$4.93M 0.09%
+87,410
280
$4.88M 0.09%
+49,290
281
$4.88M 0.09%
+348,900
282
$4.85M 0.09%
+140,700
283
$4.78M 0.08%
+255,200
284
$4.74M 0.08%
+111,344
285
$4.68M 0.08%
+251,020
286
$4.64M 0.08%
+247,030
287
$4.61M 0.08%
+279,921
288
$4.6M 0.08%
+91,410
289
$4.59M 0.08%
+554,932
290
$4.56M 0.08%
+93,500
291
$4.56M 0.08%
+99,420
292
$4.55M 0.08%
+83,090
293
$4.55M 0.08%
+209,112
294
$4.46M 0.08%
+333,623
295
$4.46M 0.08%
+127,600
296
$4.45M 0.08%
+177,900
297
$4.45M 0.08%
+125,448
298
$4.44M 0.08%
+44,980
299
$4.41M 0.08%
+124,850
300
$4.37M 0.08%
+312,000
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