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
351
$4.81M 0.07%
94,490
+18,550
352
$4.77M 0.07%
33,980
+9,490
353
$4.77M 0.07%
48,980
-35,230
354
$4.74M 0.07%
126,826
+1,140
355
$4.74M 0.07%
+120,285
356
$4.7M 0.07%
124,325
+18,230
357
$4.67M 0.06%
203,938
-87,336
358
$4.65M 0.06%
107,790
+700
359
$4.64M 0.06%
1,199,211
+9,400
360
$4.6M 0.06%
235,810
+85,621
361
$4.56M 0.06%
186,710
+38,963
362
$4.52M 0.06%
124,016
+14,870
363
$4.52M 0.06%
+77,395
364
$4.5M 0.06%
216,994
-84,574
365
$4.5M 0.06%
108,196
-16,498
366
$4.5M 0.06%
215,394
-4,061
367
$4.49M 0.06%
55,100
-5,150
368
$4.48M 0.06%
683,434
+36,348
369
$4.47M 0.06%
447,715
+179,310
370
$4.47M 0.06%
172,700
+5,320
371
$4.46M 0.06%
60,072
+27,556
372
$4.45M 0.06%
52,700
+2,730
373
$4.44M 0.06%
54,231
-18,834
374
$4.42M 0.06%
74,757
-21,620
375
$4.38M 0.06%
80,150
+73,560
13 14
15
16 17