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
501
$2.28M 0.03%
38,680
+12,320
502
$2.26M 0.03%
47,867
+4,800
503
$2.23M 0.03%
161,614
-6,589
504
$2.21M 0.03%
155,701
+121,600
505
$2.13M 0.03%
5,062
-3,542
506
$2.13M 0.03%
51,333
-76,214
507
$2.13M 0.03%
63,916
+7,560
508
$2.11M 0.03%
101,254
+49,720
509
$2.09M 0.03%
+12,370
510
$2.08M 0.03%
75,928
+2,120
511
$2.07M 0.03%
20,085
+16,690
512
$2.07M 0.03%
28,923
+10,124
513
$2.06M 0.03%
99,200
-33,400
514
$2.06M 0.03%
31,067
-5,830
515
$2.06M 0.03%
59,003
+8,770
516
$2.04M 0.03%
26,163
-568
517
$2.02M 0.03%
+26,200
518
$2.02M 0.03%
64,040
-9,440
519
$2.02M 0.03%
29,130
-16,220
520
$2.02M 0.03%
142,076
+23,260
521
$2.01M 0.03%
82,977
+36,225
522
$2.01M 0.03%
33,100
+13,900
523
$2.01M 0.03%
171,964
+118,564
524
$1.98M 0.03%
49,307
+3,940
525
$1.98M 0.03%
69,340
+11,500
19 20
21
22 23