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
676
$817K 0.01%
29,670
-27,858
677
$815K 0.01%
28,979
+14,327
678
$815K 0.01%
29,940
-28,205
679
$810K 0.01%
27,430
+2,908
680
$802K 0.01%
35,500
-900
681
$800K 0.01%
36,780
-1,029,926
682
$784K 0.01%
22,937
-785
683
$770K 0.01%
25,034
+6,910
684
$758K 0.01%
2,016
-82
685
$738K 0.01%
152,461
-485,099
686
$736K 0.01%
22,222
+3,830
687
$734K 0.01%
+21,750
688
$732K 0.01%
62,225
-23,400
689
$731K 0.01%
30,026
-100
690
$724K 0.01%
29,117
+2,903
691
$719K 0.01%
28,834
-2,287
692
$706K 0.01%
39,500
-74,139
693
$706K 0.01%
+53,700
694
$704K 0.01%
168,430
+17,630
695
$690K 0.01%
5,450
-66,700
696
$684K 0.01%
1,585
+128
697
$678K 0.01%
40,674
-149,552
698
$678K 0.01%
6,750
699
$678K 0.01%
18,420
-4,380
700
$676K 0.01%
31,488
+4,032
26 27
28
29 30