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
$5.97M0.02% 37,821
-240,076
-86%
-$37.9M
$5.96M0.02% 537,355
+138,729
+35%
+$1.54M
$5.93M0.02% 3,038
-7,266
-71%
-$14.2M
$5.92M0.02%
+67,193
 New
+$5.92M
$5.9M0.02%
+75,935
 New
+$5.9M
$5.88M0.02% 278,334
-29,319
-10%
-$620K
$5.88M0.02% 1,443,785
-902,469
-38%
-$3.67M
$5.84M0.02%
+50,502
 New
+$5.84M
$5.82M0.02% 156,577
+143,234
+1,073%
+$5.32M
$5.81M0.02%
+122,764
 New
+$5.81M
$5.8M0.02% 159,049
-22,807
-13%
-$832K
$5.79M0.02% 122,740
+72,226
+143%
+$3.41M
$5.77M0.02% 382,625
-468,695
-55%
-$7.06M
$5.7M0.02% 78,763
-22,779
-22%
-$1.65M
$5.69M0.02%
+15,885
 New
+$5.69M
$5.63M0.02% 550,262
-10,037,611
-95%
-$103M
$5.62M0.02% 706,390
-416,918
-37%
-$3.31M
$5.57M0.02%
+38,892
 New
+$5.57M
$5.48M0.02% 167,561
+24,817
+17%
+$812K
$5.46M0.02% 64,681
+48,098
+290%
+$4.06M
$5.4M0.02%
+22,872
 New
+$5.4M
$5.37M0.02% 68,141
+16,865
+33%
+$1.33M
$5.37M0.02% 139,817
+119,753
+597%
+$4.6M
$5.35M0.02% 359,540
-64,677
-15%
-$963K
$5.31M0.02%
+115,636
 New
+$5.31M
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