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
$2.08M0.01% 102,365
+4,621
+5%
+$93.9K
$2.08M0.01% 276,859
+29,064
+12%
+$218K
$2.07M0.01% 48,353
-44,768
-48%
-$1.91M
$2.05M0.01% 136,279
+17,303
+15%
+$260K
$2.05M0.01% 164,756
+9,319
+6%
+$116K
$2.05M0.01% 3,007,928
+380,967
+15%
+$259K
$2.01M0.01%
+46,863
 New
+$2.01M
$1.99M0.01%
+91,217
 New
+$1.99M
$1.99M0.01%
+5,892
 New
+$1.99M
$1.98M0.01% 30,277
-1,553
-5%
-$102K
$1.98M0.01%
+37,745
 New
+$1.98M
$1.98M0.01%
+36,695
 New
+$1.98M
$1.96M0.01%
+331,720
 New
+$1.96M
$1.93M0.01% 143,027
-3,480
-2%
-$46.9K
$1.92M0.01% 685,198
+324,722
+90%
+$911K
$1.92M0.01% 13,767
-3,173
-19%
-$443K
$1.92M0.01%
+11,638
 New
+$1.92M
$1.91M0.01% 434,983
-9,591
-2%
-$42.2K
$1.91M0.01% 210,873
-1,844
-0.9%
-$16.7K
$1.9M0.01% 62,384
-85,841
-58%
-$2.62M
$1.9M0.01% 91,956
-71,479
-44%
-$1.48M
$1.89M0.01% 28,275
-300
-1%
-$20.1K
$1.89M0.01% 243,065
-286,341
-54%
-$2.22M
$1.87M0.01% 159,354
-77,393
-33%
-$909K
$1.87M0.01%
+25,319
 New
+$1.87M
1 252627282950