Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.2B
This Quarter Return
-4.28%
1 Year Return
+8.7%
3 Year Return
+51.61%
5 Year Return
+247.59%
10 Year Return
+385.52%
AUM
$25.2B
AUM Growth
-$3.05B
Cap. Flow
-$1.3B
Cap. Flow %
-5.16%
Top 10 Hldgs %
24.56%
Holding
1,230
New
304
Increased
266
Reduced
463
Closed
170

Top Buys

1
$254M
2
$168M
3
$139M
4
$120M
5
$119M

Top Sells

1
$345M
2
$302M
3
$258M
4
$254M
5
$217M

Sector Composition

1Technology29.75%
2Financials14.23%
3Consumer Discretionary12.65%
4Industrials11.32%
5Healthcare11.23%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$2.55M0.01% 40,517
+35,207
+663%
+$2.22M
$2.55M0.01%
+82,307
 New
+$2.55M
$2.54M0.01% 25,908
-697,988
-96%
-$68.3M
$2.53M0.01% 38,683
-76,275
-66%
-$4.99M
$2.53M0.01% 20,628––
$2.5M0.01%
+60,279
 New
+$2.5M
$2.5M0.01%
+67,552
 New
+$2.5M
$2.48M0.01% 34,813
-11,065
-24%
-$789K
$2.48M0.01% 26,192
-1,191
-4%
-$113K
$2.48M0.01%
+191,005
 New
+$2.48M
$2.47M0.01% 28,273
-787
-3%
-$68.8K
$2.46M0.01% 59,205
-3,446,732
-98%
-$143M
$2.45M0.01% 37,925
-60,539
-61%
-$3.91M
$2.45M0.01% 7,934
+5,666
+250%
+$1.75M
$2.44M0.01% 2,392,174
+2,313,228
+2,930%
+$2.36M
$2.43M0.01% 56,837
-3,468
-6%
-$148K
$2.4M0.01% 105,828
+9,388
+10%
+$213K
$2.39M0.01% 47,455
+1,772
+4%
+$89.2K
$2.38M0.01%
+357,248
 New
+$2.38M
$2.37M0.01% 88,428
-8,756
-9%
-$234K
$2.37M0.01% 432,639
+275,126
+175%
+$1.5M
$2.36M0.01% 315,913
-79
-0%
-$591
$2.35M0.01% 52,742
-74,170
-58%
-$3.31M
$2.34M0.01% 8,834
-32,302
-79%
-$8.57M
$2.34M0.01% 484,950
+385,938
+390%
+$1.86M
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