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
651
$701K 0.01%
+138,777
652
$696K 0.01%
+42,837
653
$691K 0.01%
+171,494
654
$690K 0.01%
+8,853
655
$690K 0.01%
+1,310
656
$690K 0.01%
+67,765
657
$685K 0.01%
+41,370
658
$678K 0.01%
+45,020
659
$672K 0.01%
+83,670
660
$669K 0.01%
+12,954
661
$668K 0.01%
+113,526
662
$666K 0.01%
+56,600
663
$666K 0.01%
+12,500
664
$664K 0.01%
+146,199
665
$664K 0.01%
+36,400
666
$662K 0.01%
+42,096
667
$657K 0.01%
+33,205
668
$655K 0.01%
+22,375
669
$654K 0.01%
+42,300
670
$653K 0.01%
+177,035
671
$651K 0.01%
+70,600
672
$649K 0.01%
+69,220
673
$648K 0.01%
+16,870
674
$641K 0.01%
+19,430
675
$632K 0.01%
+23,900
25 26
27
28 29