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
51
$27.7M 0.49%
+1,415,102
52
$26.8M 0.47%
+879,990
53
$26.6M 0.47%
+298,180
54
$26.5M 0.47%
+660,260
55
$26.2M 0.46%
+535,944
56
$26.2M 0.46%
+638,499
57
$26.1M 0.46%
+407,203
58
$26M 0.46%
+231,320
59
$25.9M 0.46%
+353,833
60
$25.5M 0.45%
+302,730
61
$25M 0.44%
+312,430
62
$24.7M 0.44%
+492,815
63
$24.2M 0.43%
+681,980
64
$24.1M 0.43%
+369,640
65
$24M 0.42%
+1,241,910
66
$23M 0.41%
+383,083
67
$22.2M 0.39%
+326,850
68
$22.2M 0.39%
+369,776
69
$21.6M 0.38%
+1,003,829
70
$21.5M 0.38%
+320,810
71
$21.4M 0.38%
+415,963
72
$21M 0.37%
+412,510
73
$20.7M 0.37%
+617,449
74
$20.7M 0.37%
+116,313
75
$20.4M 0.36%
+520,168
1 2
3
4 5