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
$7.93M0.03%
+1,190,954
 New
+$7.93M
$7.88M0.03% 482,366
+103,560
+27%
+$1.69M
$7.86M0.03% 25,735
-1,129,448
-98%
-$345M
$7.82M0.03%
+294,797
 New
+$7.82M
$7.75M0.03% 102,133
-3,322
-3%
-$252K
$7.69M0.03% 417,725
-161,037
-28%
-$2.96M
$7.63M0.03% 972,157
+506,853
+109%
+$3.98M
$7.6M0.03% 184,662
+34,297
+23%
+$1.41M
$7.51M0.03% 314,756
+184,359
+141%
+$4.4M
$7.47M0.03% 946,341
+139,865
+17%
+$1.1M
$7.46M0.03%
+27,744
 New
+$7.46M
$7.38M0.03% 237,926
+161,580
+212%
+$5.01M
$7.35M0.03% 213,339
-6,189
-3%
-$213K
$7.25M0.03% 503,034
-141,542
-22%
-$2.04M
$7.25M0.03% 252,890
-97,238
-28%
-$2.79M
$7.22M0.03% 144,840
+28,179
+24%
+$1.41M
$7.17M0.03%
+248,730
 New
+$7.17M
$7.13M0.03% 209,569
-31,660
-13%
-$1.08M
$7.13M0.03% 13,044
+10,518
+416%
+$5.75M
$7.12M0.03% 452,255
-136,184
-23%
-$2.14M
$7.09M0.03% 105,731
+2,131
+2%
+$143K
$6.98M0.03% 216,906
+51,070
+31%
+$1.64M
$6.96M0.03% 756,329
-24,261
-3%
-$223K
$6.89M0.03% 121,419
+71,231
+142%
+$4.04M
$6.83M0.03% 109,460
+89,429
+446%
+$5.58M
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