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
751
$445K 0.01%
+12,900
752
$442K 0.01%
+18,900
753
$438K 0.01%
+20,832
754
$434K 0.01%
+25,658
755
$434K 0.01%
+76,600
756
$432K 0.01%
+96,320
757
$429K 0.01%
+40,300
758
$428K 0.01%
+39,700
759
$425K 0.01%
+38,500
760
$424K 0.01%
+13,320
761
$409K 0.01%
+11,320
762
$408K 0.01%
+21,600
763
$407K 0.01%
+16,349
764
$406K 0.01%
+183,500
765
$406K 0.01%
+91,100
766
$405K 0.01%
+10,600
767
$405K 0.01%
+81,740
768
$402K 0.01%
+60,680
769
$401K 0.01%
+27,290
770
$400K 0.01%
+94,900
771
$395K 0.01%
+63,068
772
$395K 0.01%
+12,210
773
$395K 0.01%
+7,100
774
$395K 0.01%
+960
775
$393K 0.01%
+57,424
29 30
31
32 33