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
51
$31.6M 0.44%
2,113,076
-67,000
52
$30.3M 0.42%
959,592
+98,687
53
$30.1M 0.42%
341,330
-5,900
54
$29.6M 0.41%
347,540
+12,879
55
$29.2M 0.4%
418,800
+16,900
56
$28.8M 0.4%
353,109
-17,820
57
$28.3M 0.39%
102,876
-41,537
58
$27.8M 0.38%
2,716,566
-2,956,230
59
$27.3M 0.38%
309,804
+185,884
60
$27.2M 0.38%
759,972
+379,300
61
$27.1M 0.38%
129,600
-17,510
62
$27.1M 0.37%
356,842
+115,540
63
$26.5M 0.37%
995,497
-63,980
64
$26.2M 0.36%
388,365
+174,475
65
$26.2M 0.36%
427,045
-56,854
66
$25.8M 0.36%
126,000
+51,860
67
$25.8M 0.36%
177,415
+2,066
68
$25.4M 0.35%
64,240
+30,008
69
$25.3M 0.35%
92,489
+39,258
70
$25.1M 0.35%
175,326
+77,361
71
$25.1M 0.35%
1,092,290
+794,260
72
$24.9M 0.35%
430,394
+6,220
73
$24.6M 0.34%
251,241
-31,310
74
$24.5M 0.34%
559,614
-141,249
75
$24.2M 0.34%
392,582
+141,280
1 2
3
4 5