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
401
$2.29M 0.04%
+188,933
402
$2.28M 0.04%
+484,610
403
$2.26M 0.04%
+125,900
404
$2.25M 0.04%
+71,078
405
$2.24M 0.04%
+63,806
406
$2.22M 0.04%
+57,802
407
$2.13M 0.04%
+8,100
408
$2.11M 0.04%
+52,900
409
$2.09M 0.04%
+33,870
410
$2.06M 0.04%
+31,738
411
$2.05M 0.04%
+131,860
412
$2.04M 0.04%
+81,552
413
$2.03M 0.04%
+152,435
414
$2.03M 0.04%
+300,648
415
$2.02M 0.04%
+31,910
416
$2.01M 0.04%
+32,950
417
$1.99M 0.04%
+32,900
418
$1.99M 0.04%
+96,807
419
$1.97M 0.03%
+163,200
420
$1.94M 0.03%
+48,400
421
$1.93M 0.03%
+130,840
422
$1.93M 0.03%
+9,200
423
$1.93M 0.03%
+110,793
424
$1.92M 0.03%
+92,213
425
$1.91M 0.03%
+81,310
15 16
17
18 19