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
451
$2.98M 0.04%
8,980
+8,132
452
$2.97M 0.04%
82,334
-55,934
453
$2.93M 0.04%
102,526
+95,716
454
$2.92M 0.04%
67,751
-10,000
455
$2.91M 0.04%
101,720
-29,800
456
$2.9M 0.04%
703,041
-173,184
457
$2.88M 0.04%
22,000
-11,290
458
$2.88M 0.04%
96,229
459
$2.88M 0.04%
316,156
-32,229
460
$2.87M 0.04%
+20,030
461
$2.87M 0.04%
75,520
+4,782
462
$2.86M 0.04%
+137,622
463
$2.84M 0.04%
975,774
+43,194
464
$2.84M 0.04%
274,656
-45,784
465
$2.83M 0.04%
155,291
-16,700
466
$2.83M 0.04%
273,691
-15,100
467
$2.82M 0.04%
80,612
+17,636
468
$2.81M 0.04%
124,544
+1,400
469
$2.77M 0.04%
170,908
-166,331
470
$2.76M 0.04%
61,227
+11,790
471
$2.75M 0.04%
17,460
472
$2.74M 0.04%
571,371
+132,500
473
$2.68M 0.04%
+84,200
474
$2.67M 0.04%
108,168
+5,850
475
$2.67M 0.04%
59,259
+4,510
17 18
19
20 21