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
501
$1.37M 0.02%
+39,000
502
$1.34M 0.02%
+19,900
503
$1.34M 0.02%
+65,537
504
$1.34M 0.02%
+91,800
505
$1.32M 0.02%
+88,300
506
$1.32M 0.02%
+16,923
507
$1.32M 0.02%
+32,600
508
$1.31M 0.02%
+89,860
509
$1.31M 0.02%
+48,973
510
$1.31M 0.02%
+43,700
511
$1.31M 0.02%
+95,810
512
$1.31M 0.02%
+116,600
513
$1.3M 0.02%
+41,200
514
$1.28M 0.02%
+72,110
515
$1.27M 0.02%
+20,400
516
$1.27M 0.02%
+70,660
517
$1.27M 0.02%
+114,460
518
$1.24M 0.02%
+21,240
519
$1.24M 0.02%
+25,800
520
$1.24M 0.02%
+206,700
521
$1.23M 0.02%
+157,038
522
$1.23M 0.02%
+90,100
523
$1.23M 0.02%
+42,075
524
$1.22M 0.02%
+53,300
525
$1.22M 0.02%
+107,674
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