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
$16.3B
AUM Growth
+$1.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,104
New
Increased
Reduced
Closed

Top Buys

1
+$306M
2
+$170M
3
+$138M
4
INTC icon
Intel
INTC
+$138M
5
F icon
Ford
F
+$134M

Top Sells

1
+$216M
2
+$193M
3
+$189M
4
MSFT icon
Microsoft
MSFT
+$112M
5
ANET icon
Arista Networks
ANET
+$86.2M

Sector Composition

1 Technology 29.28%
2 Healthcare 13.57%
3 Consumer Discretionary 12.65%
4 Financials 12.35%
5 Industrials 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2.59M 0.02%
418,110
+89,502
527
$2.59M 0.02%
97,614
+14,225
528
$2.58M 0.02%
23,720
-78,350
529
$2.57M 0.02%
+25,138
530
$2.57M 0.02%
112,744
+80,296
531
$2.57M 0.02%
+65,428
532
$2.56M 0.02%
350,760
-392,933
533
$2.56M 0.02%
116,586
+61,930
534
$2.5M 0.02%
146,358
+10,410
535
$2.5M 0.02%
12,808
-53,708
536
$2.47M 0.02%
243,815
-68,231
537
$2.47M 0.02%
54,241
538
$2.46M 0.02%
+104,304
539
$2.43M 0.01%
61,741
+30,094
540
$2.39M 0.01%
943,671
+420,865
541
$2.38M 0.01%
190,521
+86,172
542
$2.36M 0.01%
148,852
+6,357
543
$2.35M 0.01%
+157,641
544
$2.34M 0.01%
+2,344,147
545
$2.33M 0.01%
+32,176
546
$2.3M 0.01%
+110,546
547
$2.3M 0.01%
222,437
+204,628
548
$2.27M 0.01%
+75,059
549
$2.27M 0.01%
723,701
-4,970
550
$2.26M 0.01%
75,096
-159,999
20 21
22
23 24