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
626
$1.1M 0.02%
5,480
627
$1.1M 0.02%
125,481
-40,430
628
$1.1M 0.02%
28,962
+8,890
629
$1.08M 0.01%
13,300
+1,660
630
$1.06M 0.01%
7,820
-490
631
$1.06M 0.01%
27,079
-170
632
$1.06M 0.01%
78,610
+43,510
633
$1.05M 0.01%
205,322
-18,689
634
$1.05M 0.01%
13,870
-490
635
$1.05M 0.01%
+61,300
636
$1.04M 0.01%
+155,179
637
$1.04M 0.01%
54,605
-24,630
638
$1.04M 0.01%
23,039
+6,493
639
$1.01M 0.01%
20,795
-28,712
640
$1.01M 0.01%
18,800
-2,000
641
$1.01M 0.01%
17,130
-60
642
$1M 0.01%
4,810
+1,210
643
$991K 0.01%
+762,463
644
$989K 0.01%
45,540
+2,400
645
$984K 0.01%
48,726
-300
646
$979K 0.01%
8,930
+550
647
$978K 0.01%
34,764
+1,040
648
$968K 0.01%
21,630
+6,800
649
$954K 0.01%
16,341
650
$947K 0.01%
+14,940
24 25
26
27 28