Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.2B
This Quarter Return
-4.28%
1 Year Return
+8.7%
3 Year Return
+51.61%
5 Year Return
+247.59%
10 Year Return
+385.52%
AUM
$25.2B
AUM Growth
-$3.05B
Cap. Flow
-$1.3B
Cap. Flow %
-5.16%
Top 10 Hldgs %
24.56%
Holding
1,230
New
304
Increased
266
Reduced
463
Closed
170

Top Buys

1
$254M
2
$168M
3
$139M
4
$120M
5
$119M

Top Sells

1
$345M
2
$302M
3
$258M
4
$254M
5
$217M

Sector Composition

1Technology29.75%
2Financials14.23%
3Consumer Discretionary12.65%
4Industrials11.32%
5Healthcare11.23%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$4.19M0.02%
+124,147
 New
+$4.19M
$4.19M0.02%
+1,258,561
 New
+$4.19M
$4.19M0.02%
+86,379
 New
+$4.19M
$4.16M0.02% 722,590
-39,051
-5%
-$225K
$4.12M0.02%
+14,584
 New
+$4.12M
$4.02M0.02%
+218,036
 New
+$4.02M
$3.92M0.02% 217,776
+15,687
+8%
+$282K
$3.91M0.02% 176,141
+76,532
+77%
+$1.7M
$3.84M0.02% 1,422,249
-145,820
-9%
-$394K
$3.84M0.02%
+21,541
 New
+$3.84M
$3.83M0.02%
+53,534
 New
+$3.83M
$3.82M0.02%
+91,462
 New
+$3.82M
$3.78M0.01%
+197,352
 New
+$3.78M
$3.77M0.01% 128,057
+21,571
+20%
+$635K
$3.77M0.01% 203,901
+121,901
+149%
+$2.26M
$3.75M0.01% 27,926
-1,438
-5%
-$193K
$3.74M0.01%
+596,108
 New
+$3.74M
$3.73M0.01%
+11,749
 New
+$3.73M
$3.73M0.01% 118,274
-46,766
-28%
-$1.47M
$3.73M0.01%
+811,942
 New
+$3.73M
$3.72M0.01% 100,561
-7,337
-7%
-$271K
$3.7M0.01% 227,555
-425,790
-65%
-$6.92M
$3.7M0.01% 199,260
-118,146
-37%
-$2.19M
$3.69M0.01% 609,299
-13,062
-2%
-$79K
$3.68M0.01% 581,120
-13,382
-2%
-$84.8K
1 192021222350