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
601
$1.28M 0.02%
205,897
+10,900
602
$1.27M 0.02%
121,192
-5,800
603
$1.27M 0.02%
+8,544
604
$1.26M 0.02%
12,642
+2,485
605
$1.25M 0.02%
77,382
+49,531
606
$1.25M 0.02%
392,482
+279,790
607
$1.25M 0.02%
28,270
+20,920
608
$1.25M 0.02%
10,240
+2,530
609
$1.25M 0.02%
9,550
+1,910
610
$1.23M 0.02%
7,410
-243,570
611
$1.22M 0.02%
+6,870
612
$1.22M 0.02%
248,722
-14,300
613
$1.22M 0.02%
161,538
-102,716
614
$1.2M 0.02%
+3,732
615
$1.2M 0.02%
132,695
-78,088
616
$1.19M 0.02%
253,873
+107,216
617
$1.17M 0.02%
43,347
+8,300
618
$1.17M 0.02%
43,031
-391
619
$1.17M 0.02%
+10,150
620
$1.16M 0.02%
9,040
-70
621
$1.15M 0.02%
40,805
+8,000
622
$1.15M 0.02%
+354,541
623
$1.11M 0.02%
14,920
-20,260
624
$1.1M 0.02%
7,430
+3,770
625
$1.1M 0.02%
+20,120
23 24
25
26 27