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
476
$2.67M 0.04%
106,900
+3,200
477
$2.65M 0.04%
85,998
+6,730
478
$2.64M 0.04%
295,586
-28,059
479
$2.63M 0.04%
+18,898
480
$2.63M 0.04%
+38,420
481
$2.63M 0.04%
79,202
+46,357
482
$2.57M 0.04%
243,291
+90,803
483
$2.56M 0.04%
42,903
-93,034
484
$2.55M 0.04%
33,324
+6,200
485
$2.52M 0.03%
183,459
-4,570
486
$2.44M 0.03%
260,315
+215,541
487
$2.44M 0.03%
+93,311
488
$2.43M 0.03%
+66,140
489
$2.43M 0.03%
609,636
+68,800
490
$2.41M 0.03%
123,996
+14,640
491
$2.4M 0.03%
63,520
-14,130
492
$2.4M 0.03%
36,679
+12,279
493
$2.4M 0.03%
217,031
+206,631
494
$2.39M 0.03%
184,000
-22,800
495
$2.37M 0.03%
385,374
+90,514
496
$2.35M 0.03%
227,639
+68,702
497
$2.34M 0.03%
178,324
-52,960
498
$2.33M 0.03%
56,745
-283
499
$2.33M 0.03%
38,880
+5,140
500
$2.31M 0.03%
112,648
-7,400
18 19
20
21 22