Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.2B
This Quarter Return
-4.28%
1 Year Return
+8.7%
3 Year Return
+51.61%
5 Year Return
+247.59%
10 Year Return
+385.52%
AUM
$25.2B
AUM Growth
-$3.05B
Cap. Flow
-$1.3B
Cap. Flow %
-5.16%
Top 10 Hldgs %
24.56%
Holding
1,230
New
304
Increased
266
Reduced
463
Closed
170

Top Buys

1
$254M
2
$168M
3
$139M
4
$120M
5
$119M

Top Sells

1
$345M
2
$302M
3
$258M
4
$254M
5
$217M

Sector Composition

1Technology29.75%
2Financials14.23%
3Consumer Discretionary12.65%
4Industrials11.32%
5Healthcare11.23%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$9.11M0.04%
+260,541
 New
+$9.11M
$9.09M0.04% 623,994
+336,641
+117%
+$4.9M
$9.08M0.04% 97,890
-10,966
-10%
-$1.02M
$9.05M0.04%
+701,380
 New
+$9.05M
$9.04M0.04%
+54,479
 New
+$9.04M
$9.04M0.04% 134,822
+87,277
+184%
+$5.85M
$8.98M0.04%
+147,176
 New
+$8.98M
$8.98M0.04%
+136,348
 New
+$8.98M
$8.94M0.04% 137,391
-2,918
-2%
-$190K
$8.88M0.04% 831,010
-27,181
-3%
-$290K
$8.84M0.04% 18,169
-1,590
-8%
-$774K
$8.84M0.04% 69,520
+39,060
+128%
+$4.97M
$8.84M0.04%
+49,175
 New
+$8.84M
$8.76M0.03% 57,532
+21,598
+60%
+$3.29M
$8.7M0.03% 787,533
+731,339
+1,301%
+$8.08M
$8.64M0.03% 426,316
-14,396
-3%
-$292K
$8.56M0.03% 2,635,207
+170,344
+7%
+$554K
$8.51M0.03%
+72,941
 New
+$8.51M
$8.4M0.03%
+61,393
 New
+$8.4M
$8.4M0.03% 444,779
+126,260
+40%
+$2.38M
$8.35M0.03% 363,690
-178,743
-33%
-$4.1M
$8.24M0.03%
+47,085
 New
+$8.24M
$8.09M0.03%
+92,563
 New
+$8.09M
$8.05M0.03% 557,159
-567,585
-50%
-$8.2M
$7.94M0.03%
+56,163
 New
+$7.94M
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