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
401
$3.69M 0.05%
221,308
+51,730
402
$3.69M 0.05%
15,111
-4,211
403
$3.68M 0.05%
238,933
+37,590
404
$3.68M 0.05%
77,467
-35,450
405
$3.66M 0.05%
112,299
+11,980
406
$3.63M 0.05%
17,650
-1,010
407
$3.6M 0.05%
37,941
+8,027
408
$3.58M 0.05%
81,040
+13,140
409
$3.58M 0.05%
168,709
+88,632
410
$3.56M 0.05%
188,488
+36,370
411
$3.53M 0.05%
384,593
-130,597
412
$3.51M 0.05%
197,234
+23,150
413
$3.48M 0.05%
27,650
-90,560
414
$3.43M 0.05%
287,353
-90,392
415
$3.42M 0.05%
123,097
+37,128
416
$3.41M 0.05%
+25,130
417
$3.41M 0.05%
97,566
+31,730
418
$3.41M 0.05%
68,146
-530
419
$3.39M 0.05%
141,324
-51,610
420
$3.38M 0.05%
369,294
-76,180
421
$3.37M 0.05%
159,418
+30,976
422
$3.34M 0.05%
525,859
+248,413
423
$3.34M 0.05%
44,058
+11,700
424
$3.34M 0.05%
195,013
+11,250
425
$3.31M 0.05%
642,902
+65,120
15 16
17
18 19