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
301
$6.12M 0.08%
275,504
-223,926
302
$6.12M 0.08%
107,340
+90,400
303
$6.11M 0.08%
90,159
+5,710
304
$6.07M 0.08%
47,842
+33,539
305
$6.07M 0.08%
306,338
-225,371
306
$6.03M 0.08%
292,208
+6,960
307
$6.02M 0.08%
+5,331
308
$6M 0.08%
442,888
-197,720
309
$6M 0.08%
208,047
+6,043
310
$5.98M 0.08%
157,914
+43,034
311
$5.92M 0.08%
292,385
+32,880
312
$5.76M 0.08%
+125,617
313
$5.76M 0.08%
242,218
+47,810
314
$5.76M 0.08%
174,376
+106,580
315
$5.72M 0.08%
272,568
+690
316
$5.7M 0.08%
+155,150
317
$5.68M 0.08%
233,647
-12,200
318
$5.61M 0.08%
76,717
-2,040
319
$5.6M 0.08%
113,605
-104,449
320
$5.57M 0.08%
161,638
+10,800
321
$5.56M 0.08%
472,036
+220,265
322
$5.56M 0.08%
+508,143
323
$5.53M 0.08%
77,100
-4,810
324
$5.5M 0.08%
+36,021
325
$5.46M 0.08%
68,183
+58,227
11 12
13
14 15