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
451
$1.72M 0.03%
+201,800
452
$1.71M 0.03%
+30,225
453
$1.7M 0.03%
+19,000
454
$1.7M 0.03%
+37,000
455
$1.69M 0.03%
+86,910
456
$1.69M 0.03%
+18,310
457
$1.69M 0.03%
+63,500
458
$1.68M 0.03%
+27,037
459
$1.68M 0.03%
+58,280
460
$1.65M 0.03%
+95,701
461
$1.64M 0.03%
+18,930
462
$1.63M 0.03%
+2,129
463
$1.62M 0.03%
+36,110
464
$1.62M 0.03%
+54,312
465
$1.62M 0.03%
+66,110
466
$1.62M 0.03%
+62,214
467
$1.61M 0.03%
+50,900
468
$1.61M 0.03%
+468,744
469
$1.6M 0.03%
+69,000
470
$1.59M 0.03%
+59,231
471
$1.58M 0.03%
+52,870
472
$1.57M 0.03%
+95,400
473
$1.56M 0.03%
+49,200
474
$1.55M 0.03%
+33,000
475
$1.55M 0.03%
+13,190
17 18
19
20 21