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
551
$1.69M 0.02%
+60,356
552
$1.68M 0.02%
+17,920
553
$1.68M 0.02%
22,428
+10,060
554
$1.67M 0.02%
15,381
-352
555
$1.67M 0.02%
57,465
556
$1.66M 0.02%
12,260
+1,250
557
$1.64M 0.02%
63,750
-180,330
558
$1.64M 0.02%
79,168
-2,611
559
$1.63M 0.02%
58,349
-57,610
560
$1.62M 0.02%
105,192
+18,833
561
$1.62M 0.02%
72,720
-25,780
562
$1.62M 0.02%
262,051
+6,550
563
$1.6M 0.02%
+9,230
564
$1.59M 0.02%
63,244
+5,960
565
$1.54M 0.02%
+56,300
566
$1.54M 0.02%
11,740
-10,720
567
$1.53M 0.02%
117,545
+80,199
568
$1.51M 0.02%
116,684
+7,100
569
$1.51M 0.02%
153,084
-34,315
570
$1.5M 0.02%
64,652
-3,300
571
$1.48M 0.02%
42,166
+4,120
572
$1.48M 0.02%
51,740
+9,200
573
$1.48M 0.02%
103,383
+1,511
574
$1.47M 0.02%
25,656
+10,554
575
$1.47M 0.02%
34,724
+3,017
21 22
23
24 25