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
476
$1.55M 0.03%
+103,241
477
$1.55M 0.03%
+48,380
478
$1.54M 0.03%
+35,721
479
$1.54M 0.03%
+92,950
480
$1.54M 0.03%
+37,230
481
$1.54M 0.03%
+124,604
482
$1.5M 0.03%
+45,080
483
$1.49M 0.03%
+116,000
484
$1.49M 0.03%
+43,400
485
$1.49M 0.03%
+220,500
486
$1.48M 0.03%
+39,259
487
$1.47M 0.03%
+50,530
488
$1.47M 0.03%
+48,215
489
$1.47M 0.03%
+28,813
490
$1.46M 0.03%
+88,009
491
$1.45M 0.03%
+50,550
492
$1.44M 0.03%
+23,273
493
$1.43M 0.03%
+43,900
494
$1.42M 0.03%
+79,940
495
$1.41M 0.02%
+156,993
496
$1.39M 0.02%
+81,360
497
$1.39M 0.02%
+21,065
498
$1.39M 0.02%
+77,005
499
$1.39M 0.02%
+21,120
500
$1.38M 0.02%
+32,880
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