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
426
$3.3M 0.05%
184,590
+14,610
427
$3.28M 0.05%
130,836
-26,300
428
$3.28M 0.05%
600,087
+245,539
429
$3.25M 0.05%
50,500
-75,362
430
$3.19M 0.04%
427,337
+65,510
431
$3.18M 0.04%
14,493
+11,248
432
$3.16M 0.04%
143,400
-743,602
433
$3.14M 0.04%
144,094
-1,984
434
$3.13M 0.04%
130,247
+73,413
435
$3.11M 0.04%
137,259
+86,529
436
$3.11M 0.04%
+27,020
437
$3.1M 0.04%
+238,847
438
$3.09M 0.04%
52,739
+11,130
439
$3.09M 0.04%
73,320
-33,050
440
$3.05M 0.04%
343,839
-133,822
441
$3.05M 0.04%
103,811
+35,750
442
$3.04M 0.04%
+103,916
443
$3.04M 0.04%
137,591
+43,005
444
$3.04M 0.04%
+23,700
445
$3.02M 0.04%
132,883
+91,899
446
$3.01M 0.04%
145,945
+31,802
447
$3M 0.04%
+290,515
448
$3M 0.04%
21,773
-43,847
449
$3M 0.04%
223,621
+32,650
450
$2.99M 0.04%
188,723
-180,123
16 17
18
19 20