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
701
$568K 0.01%
+50,500
702
$567K 0.01%
+13,800
703
$566K 0.01%
+25,710
704
$565K 0.01%
+18,648
705
$564K 0.01%
+47,040
706
$561K 0.01%
+61,600
707
$560K 0.01%
+91,059
708
$558K 0.01%
+49,800
709
$552K 0.01%
+23,720
710
$552K 0.01%
+45,900
711
$543K 0.01%
+44,657
712
$542K 0.01%
+40,684
713
$534K 0.01%
+229,100
714
$534K 0.01%
+5,935
715
$528K 0.01%
+158,197
716
$527K 0.01%
+240,805
717
$526K 0.01%
+73,938
718
$525K 0.01%
+35,500
719
$525K 0.01%
+33,300
720
$519K 0.01%
+21,201
721
$516K 0.01%
+2,352
722
$516K 0.01%
+235,630
723
$515K 0.01%
+49,029
724
$513K 0.01%
+44,381
725
$512K 0.01%
+37,300
27 28
29
30 31