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
526
$1.96M 0.03%
+184,534
527
$1.95M 0.03%
+27,810
528
$1.94M 0.03%
74,293
+9,390
529
$1.93M 0.03%
152,253
+34,140
530
$1.92M 0.03%
+40,731
531
$1.91M 0.03%
74,265
532
$1.91M 0.03%
26,808
-4,330
533
$1.91M 0.03%
116,221
-33,345
534
$1.9M 0.03%
+15,660
535
$1.86M 0.03%
110,310
-16,038
536
$1.84M 0.03%
80,001
-40,217
537
$1.84M 0.03%
528,615
+66,820
538
$1.83M 0.03%
112,360
+83,060
539
$1.83M 0.03%
91,320
+1,450
540
$1.82M 0.03%
147,217
+30,400
541
$1.81M 0.03%
+61,860
542
$1.81M 0.03%
12,776
-100
543
$1.81M 0.03%
225,856
+100,904
544
$1.8M 0.03%
53,802
+20,620
545
$1.8M 0.02%
5,080
546
$1.74M 0.02%
63,621
+39,294
547
$1.73M 0.02%
26,416
-4,880
548
$1.71M 0.02%
9,042
+1,100
549
$1.7M 0.02%
104,790
+5,735
550
$1.69M 0.02%
7,932
+2,030
20 21
22
23 24