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
526
$1.22M 0.02%
+99,900
527
$1.21M 0.02%
+4,720
528
$1.19M 0.02%
+27,200
529
$1.18M 0.02%
+42,915
530
$1.18M 0.02%
+9,340
531
$1.18M 0.02%
+48,920
532
$1.18M 0.02%
+15,640
533
$1.17M 0.02%
+9,450
534
$1.17M 0.02%
+59,240
535
$1.17M 0.02%
+64,251
536
$1.16M 0.02%
+19,300
537
$1.16M 0.02%
+15,540
538
$1.16M 0.02%
+57,250
539
$1.16M 0.02%
+24,490
540
$1.16M 0.02%
+73,270
541
$1.14M 0.02%
+283,771
542
$1.14M 0.02%
+65,600
543
$1.14M 0.02%
+31,002
544
$1.14M 0.02%
+2,723
545
$1.14M 0.02%
+56,100
546
$1.14M 0.02%
+10,160
547
$1.13M 0.02%
+52,516
548
$1.13M 0.02%
+16,800
549
$1.12M 0.02%
+95,300
550
$1.11M 0.02%
+56,600
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