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
726
$510K 0.01%
+6,035
727
$507K 0.01%
+21,781
728
$507K 0.01%
+6,550
729
$506K 0.01%
+17,140
730
$504K 0.01%
+34,068
731
$504K 0.01%
+75,900
732
$504K 0.01%
+85,506
733
$503K 0.01%
+21,410
734
$501K 0.01%
+14,516
735
$495K 0.01%
+75,300
736
$489K 0.01%
+78,800
737
$488K 0.01%
+7,090
738
$488K 0.01%
+8,220
739
$485K 0.01%
+14,115
740
$484K 0.01%
+93,200
741
$484K 0.01%
+9,730
742
$477K 0.01%
+13,900
743
$472K 0.01%
+98,199
744
$455K 0.01%
+32,630
745
$455K 0.01%
+9,500
746
$454K 0.01%
+9,800
747
$452K 0.01%
+90,236
748
$449K 0.01%
+26,420
749
$449K 0.01%
+60,900
750
$448K 0.01%
+63,500
28 29
30
31 32