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
551
$1.11M 0.02%
+35,900
552
$1.11M 0.02%
+23,533
553
$1.1M 0.02%
+25,400
554
$1.1M 0.02%
+6,500
555
$1.09M 0.02%
+41,380
556
$1.09M 0.02%
+43,904
557
$1.08M 0.02%
+65,200
558
$1.07M 0.02%
+9,600
559
$1.07M 0.02%
+44,510
560
$1.07M 0.02%
+37,960
561
$1.05M 0.02%
+59,371
562
$1.04M 0.02%
+124,200
563
$1.04M 0.02%
+36,310
564
$1.03M 0.02%
+34,249
565
$1.03M 0.02%
+16,050
566
$1.03M 0.02%
+47,951
567
$1.02M 0.02%
+14,780
568
$1.02M 0.02%
+46,300
569
$1.01M 0.02%
+9,800
570
$1M 0.02%
+943,300
571
$1M 0.02%
+6,620
572
$995K 0.02%
+65,010
573
$994K 0.02%
+30,713
574
$994K 0.02%
+14,460
575
$993K 0.02%
+75,620
21 22
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