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
351
$3.02M 0.05%
+49,640
352
$3.01M 0.05%
+72,800
353
$3M 0.05%
+32,700
354
$2.98M 0.05%
+80,365
355
$2.97M 0.05%
+141,540
356
$2.95M 0.05%
+663,765
357
$2.93M 0.05%
+91,800
358
$2.92M 0.05%
+34,797
359
$2.88M 0.05%
+114,360
360
$2.83M 0.05%
+236,170
361
$2.83M 0.05%
+110,210
362
$2.78M 0.05%
+107,715
363
$2.76M 0.05%
+86,750
364
$2.75M 0.05%
+102,235
365
$2.72M 0.05%
+88,600
366
$2.71M 0.05%
+5,564
367
$2.71M 0.05%
+101,132
368
$2.69M 0.05%
+117,068
369
$2.69M 0.05%
+81,670
370
$2.69M 0.05%
+41,320
371
$2.68M 0.05%
+31,190
372
$2.67M 0.05%
+39,430
373
$2.66M 0.05%
+95,810
374
$2.65M 0.05%
+184,794
375
$2.63M 0.05%
+173,403
13 14
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