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
276
$6.7M 0.09%
+121,560
277
$6.68M 0.09%
123,360
+46,000
278
$6.68M 0.09%
105,623
+190
279
$6.66M 0.09%
481,516
-327,136
280
$6.65M 0.09%
+221,150
281
$6.64M 0.09%
114,084
+104,594
282
$6.58M 0.09%
9,535
+1,686
283
$6.51M 0.09%
248,680
+16,550
284
$6.51M 0.09%
93,927
-57,313
285
$6.5M 0.09%
310,297
+3,300
286
$6.46M 0.09%
471,231
+351,881
287
$6.39M 0.09%
84,145
-10
288
$6.38M 0.09%
236,537
+960
289
$6.38M 0.09%
17,535
-18,669
290
$6.32M 0.09%
1,435,384
+232,270
291
$6.28M 0.09%
286,830
-29,280
292
$6.28M 0.09%
1,013,220
+253,407
293
$6.28M 0.09%
95,407
+16,190
294
$6.27M 0.09%
242,265
-58,380
295
$6.25M 0.09%
70,601
-90,389
296
$6.25M 0.09%
72,160
+13,310
297
$6.21M 0.09%
310,738
+121,352
298
$6.21M 0.09%
409,897
-367,660
299
$6.16M 0.09%
858,047
-25,500
300
$6.14M 0.08%
225,967
-13,460
10 11
12
13 14