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
726
$550K 0.01%
74,724
-660
727
$550K 0.01%
57,563
-706,027
728
$549K 0.01%
+3,902
729
$549K 0.01%
14,260
730
$545K 0.01%
22,459
+4,430
731
$532K 0.01%
44,007
-23,522
732
$529K 0.01%
22,503
+3,780
733
$524K 0.01%
10,940
734
$524K 0.01%
16,245
+3,230
735
$524K 0.01%
110,561
-24,032
736
$522K 0.01%
45,978
-3,564
737
$511K 0.01%
1,820
+580
738
$509K 0.01%
3,575
+532
739
$500K 0.01%
16,170
+2,300
740
$496K 0.01%
+16,883
741
$494K 0.01%
43,367
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742
$492K 0.01%
17,596
-2,484
743
$488K 0.01%
38,360
-5,220
744
$483K 0.01%
65,500
-92,218
745
$482K 0.01%
+54,200
746
$478K 0.01%
+2,540
747
$476K 0.01%
98,426
-5,005
748
$472K 0.01%
+39,300
749
$471K 0.01%
+8,841
750
$467K 0.01%
33,410
+9,710
28 29
30
31 32