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
576
$1.45M 0.02%
132,144
+109,144
577
$1.44M 0.02%
31,050
-670
578
$1.44M 0.02%
68,132
-4,821
579
$1.44M 0.02%
+149,600
580
$1.43M 0.02%
100,056
+2,442
581
$1.4M 0.02%
8,490
+500
582
$1.39M 0.02%
53,310
+7,190
583
$1.39M 0.02%
37,923
-2,194
584
$1.39M 0.02%
35,098
585
$1.39M 0.02%
42,507
+4,750
586
$1.39M 0.02%
50,442
+1,210
587
$1.38M 0.02%
46,709
+34,438
588
$1.38M 0.02%
51,790
+5,230
589
$1.36M 0.02%
74,875
590
$1.35M 0.02%
+16,700
591
$1.34M 0.02%
122,099
-68,775
592
$1.34M 0.02%
6,550
+1,410
593
$1.33M 0.02%
+116,602
594
$1.31M 0.02%
76,906
-46,800
595
$1.31M 0.02%
29,693
+4,650
596
$1.3M 0.02%
+7,220
597
$1.3M 0.02%
+103,700
598
$1.29M 0.02%
17,708
-1,660
599
$1.29M 0.02%
4,524
600
$1.29M 0.02%
235,500
-91,800
22 23
24
25 26