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
426
$1.91M 0.03%
+8,193
427
$1.89M 0.03%
+61,369
428
$1.89M 0.03%
+11,540
429
$1.89M 0.03%
+40,440
430
$1.88M 0.03%
+88,924
431
$1.88M 0.03%
+85,088
432
$1.87M 0.03%
+35,810
433
$1.87M 0.03%
+88,900
434
$1.85M 0.03%
+38,530
435
$1.84M 0.03%
+182,417
436
$1.84M 0.03%
+7,845
437
$1.84M 0.03%
+32,195
438
$1.82M 0.03%
+66,000
439
$1.82M 0.03%
+28,960
440
$1.81M 0.03%
+23,238
441
$1.79M 0.03%
+99,241
442
$1.79M 0.03%
+37,667
443
$1.79M 0.03%
+73,520
444
$1.79M 0.03%
+259,335
445
$1.79M 0.03%
+50,800
446
$1.78M 0.03%
+7,949
447
$1.77M 0.03%
+63,620
448
$1.75M 0.03%
+187,700
449
$1.73M 0.03%
+101,900
450
$1.73M 0.03%
+199,000
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