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
326
$5.45M 0.08%
39,160
+18,180
327
$5.45M 0.08%
357,096
+95,830
328
$5.45M 0.08%
+45,117
329
$5.41M 0.07%
320,686
+96,600
330
$5.38M 0.07%
126,601
-33,580
331
$5.37M 0.07%
188,340
-19,850
332
$5.36M 0.07%
472,725
-104,000
333
$5.32M 0.07%
104,162
-43,786
334
$5.32M 0.07%
+44,285
335
$5.3M 0.07%
135,110
-26,880
336
$5.27M 0.07%
447,786
-159,010
337
$5.25M 0.07%
95,092
+7,810
338
$5.18M 0.07%
46,777
-330
339
$5.14M 0.07%
100,749
+8,740
340
$5.13M 0.07%
111,020
-55,260
341
$5.13M 0.07%
151,432
+140
342
$5.08M 0.07%
256,564
-15,690
343
$5.07M 0.07%
75,135
+9,410
344
$5.06M 0.07%
309,873
+41,060
345
$5M 0.07%
256,626
+23,060
346
$4.92M 0.07%
214,674
+155,607
347
$4.91M 0.07%
66,312
+14,690
348
$4.9M 0.07%
358,498
+55,250
349
$4.89M 0.07%
+58,004
350
$4.89M 0.07%
383,012
+269,023
12 13
14
15 16