Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.2B
This Quarter Return
-4.28%
1 Year Return
+8.7%
3 Year Return
+51.61%
5 Year Return
+247.59%
10 Year Return
+385.52%
AUM
$25.2B
AUM Growth
-$3.05B
Cap. Flow
-$1.3B
Cap. Flow %
-5.16%
Top 10 Hldgs %
24.56%
Holding
1,230
New
304
Increased
266
Reduced
463
Closed
170

Top Buys

1
$254M
2
$168M
3
$139M
4
$120M
5
$119M

Top Sells

1
$345M
2
$302M
3
$258M
4
$254M
5
$217M

Sector Composition

1Technology29.75%
2Financials14.23%
3Consumer Discretionary12.65%
4Industrials11.32%
5Healthcare11.23%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.34M0.01%
+17,861
 New
+$1.34M
$1.33M0.01% 19,670––
$1.33M0.01%
+16,190
 New
+$1.33M
$1.32M0.01% 46,435
-1,117
-2%
-$31.7K
$1.32M0.01% 25,666––
$1.32M0.01% 1,442,121
+234,052
+19%
+$214K
$1.32M0.01% 204,886
-31,100
-13%
-$200K
$1.31M0.01%
+149,902
 New
+$1.31M
$1.31M0.01% 119,459
-41,950
-26%
-$459K
$1.3M0.01% 54,301
+32,533
+149%
+$779K
$1.29M0.01% 32,303
+18,460
+133%
+$738K
$1.29M0.01% 366,962
-21,560
-6%
-$75.7K
$1.28M0.01% 138,598
-337,744
-71%
-$3.12M
$1.28M0.01% 48,864
-45,959
-48%
-$1.2M
$1.27M0.01%
+73,610
 New
+$1.27M
$1.27M0.01% 43,531
-7,742
-15%
-$226K
$1.26M0.01% 274,293
-196,433
-42%
-$902K
$1.25M0.01% 45,893
-217,262
-83%
-$5.93M
$1.24M﹤0.01%
+3,376
 New
+$1.24M
$1.24M﹤0.01% 396,118
+256,264
+183%
+$805K
$1.24M﹤0.01% 180,593
+53,819
+42%
+$369K
$1.23M﹤0.01%
+44,632
 New
+$1.23M
$1.23M﹤0.01% 235,978
-26,847
-10%
-$140K
$1.22M﹤0.01% 23,207
+123
+0.5%
+$6.46K
$1.22M﹤0.01% 83,555
+13,344
+19%
+$194K
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