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
326
$3.55M 0.06%
+151,522
327
$3.52M 0.06%
+554,235
328
$3.46M 0.06%
+218,144
329
$3.46M 0.06%
+228,500
330
$3.39M 0.06%
+110,484
331
$3.35M 0.06%
+65,099
332
$3.32M 0.06%
+183,400
333
$3.3M 0.06%
+167,818
334
$3.29M 0.06%
+38,270
335
$3.28M 0.06%
+145,500
336
$3.26M 0.06%
+231,171
337
$3.23M 0.06%
+5,231
338
$3.23M 0.06%
+61,254
339
$3.22M 0.06%
+222,962
340
$3.16M 0.06%
+113,164
341
$3.15M 0.06%
+67,212
342
$3.13M 0.06%
+43,280
343
$3.11M 0.05%
+107,930
344
$3.1M 0.05%
+218,160
345
$3.1M 0.05%
+194,050
346
$3.09M 0.05%
+169,400
347
$3.09M 0.05%
+80,510
348
$3.06M 0.05%
+44,460
349
$3.03M 0.05%
+98,400
350
$3.02M 0.05%
+174,079
12 13
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