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
701
$676K 0.01%
+6,675
702
$675K 0.01%
11,664
703
$660K 0.01%
46,100
-75,215
704
$640K 0.01%
+52,341
705
$639K 0.01%
22,380
-190
706
$639K 0.01%
+5,819
707
$628K 0.01%
23,900
-5,200
708
$619K 0.01%
+12,620
709
$618K 0.01%
18,280
710
$614K 0.01%
97,642
-70,123
711
$614K 0.01%
149,113
-13,517
712
$613K 0.01%
65,890
+14,700
713
$612K 0.01%
123,300
+18,600
714
$610K 0.01%
15,799
-76,041
715
$607K 0.01%
39,682
-100
716
$600K 0.01%
+52,200
717
$597K 0.01%
+7,920
718
$594K 0.01%
+28,813
719
$592K 0.01%
20,335
-140
720
$587K 0.01%
15,108
721
$578K 0.01%
10,006
-60
722
$568K 0.01%
96,451
+14,960
723
$565K 0.01%
+24,645
724
$561K 0.01%
4,660
+1,460
725
$553K 0.01%
8,550
-23,100
27 28
29
30 31