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
376
$2.63M 0.05%
+70,584
377
$2.63M 0.05%
+47,300
378
$2.6M 0.05%
+60,012
379
$2.59M 0.05%
+38,830
380
$2.58M 0.05%
+90,530
381
$2.56M 0.05%
+140,600
382
$2.54M 0.04%
+31,030
383
$2.53M 0.04%
+205,880
384
$2.53M 0.04%
+98,100
385
$2.52M 0.04%
+571,162
386
$2.52M 0.04%
+110,863
387
$2.51M 0.04%
+62,601
388
$2.51M 0.04%
+7,521
389
$2.49M 0.04%
+69,190
390
$2.48M 0.04%
+235,000
391
$2.46M 0.04%
+73,204
392
$2.46M 0.04%
+166,050
393
$2.45M 0.04%
+49,800
394
$2.43M 0.04%
+110,540
395
$2.42M 0.04%
+188,898
396
$2.39M 0.04%
+26,240
397
$2.39M 0.04%
+76,460
398
$2.37M 0.04%
+203,360
399
$2.34M 0.04%
+52,067
400
$2.32M 0.04%
+458,419
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