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
626
$795K 0.01%
+61,700
627
$794K 0.01%
+125,828
628
$793K 0.01%
+25,240
629
$791K 0.01%
+37,106
630
$787K 0.01%
+73,110
631
$786K 0.01%
+40,578
632
$785K 0.01%
+44,800
633
$785K 0.01%
+23,910
634
$778K 0.01%
+71,021
635
$777K 0.01%
+58,630
636
$774K 0.01%
+65,700
637
$758K 0.01%
+48,955
638
$757K 0.01%
+27,100
639
$756K 0.01%
+19,690
640
$750K 0.01%
+13,600
641
$741K 0.01%
+26,304
642
$735K 0.01%
+140,551
643
$733K 0.01%
+155,040
644
$732K 0.01%
+53,820
645
$731K 0.01%
+45,000
646
$730K 0.01%
+31,096
647
$719K 0.01%
+54,000
648
$717K 0.01%
+2,532
649
$714K 0.01%
+7,401
650
$710K 0.01%
+44,700
24 25
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27 28