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
676
$630K 0.01%
+16,560
677
$629K 0.01%
+18,600
678
$623K 0.01%
+5,523
679
$621K 0.01%
+15,730
680
$621K 0.01%
+23,900
681
$616K 0.01%
+5,380
682
$616K 0.01%
+74,106
683
$615K 0.01%
+13,300
684
$613K 0.01%
+22,700
685
$599K 0.01%
+28,800
686
$596K 0.01%
+13,800
687
$595K 0.01%
+69,943
688
$594K 0.01%
+14,000
689
$593K 0.01%
+36,000
690
$593K 0.01%
+11,944
691
$591K 0.01%
+57,580
692
$588K 0.01%
+23,900
693
$587K 0.01%
+175
694
$583K 0.01%
+5,650
695
$582K 0.01%
+20,867
696
$582K 0.01%
+13,820
697
$582K 0.01%
+18,200
698
$580K 0.01%
+13,323
699
$576K 0.01%
+21,800
700
$571K 0.01%
+81,600
26 27
28
29 30