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
376
$4.37M 0.06%
+69,090
377
$4.31M 0.06%
4,686
-626
378
$4.3M 0.06%
631,188
+26,600
379
$4.27M 0.06%
769,475
+98,550
380
$4.25M 0.06%
+74,340
381
$4.24M 0.06%
40,980
-25,230
382
$4.21M 0.06%
349,536
-115,602
383
$4.19M 0.06%
79,518
+23,498
384
$4.08M 0.06%
85,570
+4,380
385
$4.07M 0.06%
333,047
+8,365
386
$4.07M 0.06%
551,782
+444,410
387
$4.03M 0.06%
129,890
-910
388
$4.03M 0.06%
17,780
+13,010
389
$3.98M 0.06%
198,035
+45,100
390
$3.96M 0.05%
93,766
+17,210
391
$3.94M 0.05%
67,728
-76,409
392
$3.92M 0.05%
262,118
-200
393
$3.89M 0.05%
69,962
+13,400
394
$3.84M 0.05%
136,737
-106,864
395
$3.84M 0.05%
+156,075
396
$3.84M 0.05%
145,530
-55,325
397
$3.81M 0.05%
34,094
-135,686
398
$3.77M 0.05%
+86,681
399
$3.76M 0.05%
155,018
+17,918
400
$3.73M 0.05%
930,449
+799,636
14 15
16
17 18