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
601
$868K 0.02%
+58,181
602
$867K 0.02%
+393,919
603
$865K 0.02%
+28,336
604
$862K 0.02%
+38,760
605
$857K 0.02%
+23,700
606
$854K 0.02%
+19,520
607
$853K 0.02%
+89,500
608
$851K 0.02%
+95,679
609
$850K 0.02%
+40,100
610
$838K 0.01%
+126,600
611
$834K 0.01%
+17,200
612
$833K 0.01%
+26,200
613
$828K 0.01%
+13,370
614
$823K 0.01%
+44,656
615
$820K 0.01%
+24,559
616
$815K 0.01%
+35,470
617
$815K 0.01%
+31,200
618
$813K 0.01%
+7,292
619
$806K 0.01%
+301,737
620
$805K 0.01%
+110,525
621
$803K 0.01%
+47,800
622
$799K 0.01%
+42,100
623
$799K 0.01%
+45,900
624
$798K 0.01%
+105,298
625
$797K 0.01%
+46,700
23 24
25
26 27