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
26
$44.9M 0.62%
578,226
+8,070
27
$44.6M 0.62%
198,439
+12,076
28
$43.7M 0.61%
405,097
+14,681
29
$42.5M 0.59%
547,714
+14,347
30
$41.4M 0.57%
308,150
+105,600
31
$41.2M 0.57%
37,459
+796
32
$41.1M 0.57%
+175,817
33
$40.4M 0.56%
432,068
-27,537
34
$39.6M 0.55%
440,517
+20,770
35
$39.6M 0.55%
160,067
+4,281
36
$39.2M 0.54%
2,548,545
-84,560
37
$38.9M 0.54%
511,063
+30,490
38
$38.1M 0.53%
+145,890
39
$38.1M 0.53%
223,934
-4,875
40
$37.6M 0.52%
+231,026
41
$37.6M 0.52%
706,214
+164,600
42
$37.6M 0.52%
282,010
+129,930
43
$36.8M 0.51%
238,873
+4,020
44
$36.7M 0.51%
505,078
+223,068
45
$36M 0.5%
294,984
-2,411
46
$34.9M 0.48%
355,940
+55,946
47
$34.4M 0.48%
563,940
-145,710
48
$33M 0.46%
124,723
-41,027
49
$32.9M 0.46%
220,096
-78,840
50
$32.1M 0.44%
2,190,250
+242,900
1
2
3 4 5