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
301
$4.34M 0.08%
+91,496
302
$4.3M 0.08%
+343,732
303
$4.27M 0.08%
+338,464
304
$4.25M 0.08%
+384,900
305
$4.24M 0.07%
+253,650
306
$4.22M 0.07%
+136,500
307
$4.12M 0.07%
+77,020
308
$4.11M 0.07%
+303,600
309
$4.08M 0.07%
+208,751
310
$4.05M 0.07%
+177,134
311
$3.99M 0.07%
+54,640
312
$3.99M 0.07%
+75,201
313
$3.86M 0.07%
+177,852
314
$3.85M 0.07%
+58,900
315
$3.83M 0.07%
+50,400
316
$3.82M 0.07%
+94,550
317
$3.81M 0.07%
+189,820
318
$3.81M 0.07%
+806,681
319
$3.73M 0.07%
+285,984
320
$3.67M 0.06%
+229,700
321
$3.64M 0.06%
+118,987
322
$3.63M 0.06%
+97,000
323
$3.61M 0.06%
+214,800
324
$3.58M 0.06%
+248,303
325
$3.58M 0.06%
+98,000
11 12
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