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
$1.67M0.01%
+32,564
 New
+$1.67M
$1.66M0.01%
+149,910
 New
+$1.66M
$1.66M0.01%
+42,323
 New
+$1.66M
$1.66M0.01% 22,618
+116
+0.5%
+$8.49K
$1.64M0.01% 1,334,032
+274,341
+26%
+$337K
$1.63M0.01% 1,217,713
-671,987
-36%
-$900K
$1.63M0.01% 415,268
-11,664
-3%
-$45.7K
$1.62M0.01% 149,776
-182,406
-55%
-$1.97M
$1.61M0.01% 40,838
-5,800
-12%
-$229K
$1.6M0.01%
+184,344
 New
+$1.6M
$1.6M0.01% 309,756
+233,292
+305%
+$1.2M
$1.59M0.01% 36,009
-46,042
-56%
-$2.04M
$1.59M0.01% 59,768
+1,307
+2%
+$34.7K
$1.59M0.01% 299,155
-91,310
-23%
-$485K
$1.55M0.01% 415,431
+260,198
+168%
+$971K
$1.54M0.01%
+2,098,221
 New
+$1.54M
$1.54M0.01%
+284,819
 New
+$1.54M
$1.54M0.01% 93,576
+15,484
+20%
+$255K
$1.53M0.01% 32,706
+5,408
+20%
+$253K
$1.53M0.01% 144,141
+24,583
+21%
+$260K
$1.53M0.01% 228,320
+40,503
+22%
+$271K
$1.51M0.01% 39,999––
$1.51M0.01%
+35,351
 New
+$1.51M
$1.48M0.01%
+56,740
 New
+$1.48M
$1.47M0.01%
+53,921
 New
+$1.47M
1 272829303150