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
26
$35.7M 0.63%
+692,674
27
$34.8M 0.61%
+4,875,000
28
$34.6M 0.61%
+189,473
29
$33.8M 0.6%
+513,442
30
$33.7M 0.6%
+892,970
31
$33.7M 0.6%
+1,736,044
32
$33.1M 0.58%
+1,822,456
33
$32.8M 0.58%
+645,874
34
$32.8M 0.58%
+296,321
35
$31.7M 0.56%
+408,860
36
$30.8M 0.54%
+1,264,560
37
$30.5M 0.54%
+941,862
38
$30.4M 0.54%
+913,350
39
$30M 0.53%
+859,870
40
$29.9M 0.53%
+637,097
41
$29.4M 0.52%
+158,323
42
$29.4M 0.52%
+362,090
43
$29.3M 0.52%
+824,604
44
$28.9M 0.51%
+633,040
45
$28.5M 0.5%
+348,820
46
$28.5M 0.5%
+436,050
47
$28.3M 0.5%
+579,535
48
$28.1M 0.5%
+252,567
49
$28M 0.5%
+284,220
50
$27.9M 0.49%
+294,967
1
2
3 4 5