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
576
$991K 0.02%
+94,367
577
$982K 0.02%
+238,938
578
$973K 0.02%
+159,120
579
$970K 0.02%
+20,300
580
$966K 0.02%
+65,169
581
$963K 0.02%
+55,100
582
$958K 0.02%
+18,600
583
$955K 0.02%
+9,094
584
$950K 0.02%
+29,100
585
$937K 0.02%
+21,920
586
$932K 0.02%
+103,800
587
$917K 0.02%
+253,300
588
$916K 0.02%
+17,790
589
$910K 0.02%
+189,750
590
$910K 0.02%
+16,814
591
$905K 0.02%
+12,400
592
$897K 0.02%
+73,100
593
$896K 0.02%
+12,300
594
$896K 0.02%
+51,700
595
$890K 0.02%
+140,097
596
$887K 0.02%
+13,850
597
$886K 0.02%
+134,700
598
$879K 0.02%
+45,100
599
$873K 0.02%
+43,607
600
$869K 0.02%
+138,800
22 23
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