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
751
$467K 0.01%
4,060
-40,262
752
$454K 0.01%
47,401
+15,046
753
$453K 0.01%
92,685
+8,100
754
$452K 0.01%
7,960
+1,690
755
$450K 0.01%
18,700
-270,839
756
$446K 0.01%
7,380
-5,937
757
$446K 0.01%
+3,520
758
$444K 0.01%
55,309
-57,700
759
$443K 0.01%
2,630
-2,180
760
$436K 0.01%
60,167
-49,036
761
$435K 0.01%
13,226
+174
762
$434K 0.01%
12,093
-17,326
763
$431K 0.01%
15,833
-49,723
764
$429K 0.01%
85,866
-30,754
765
$428K 0.01%
+6,890
766
$424K 0.01%
4,760
-7,230
767
$423K 0.01%
6,890
-24,530
768
$421K 0.01%
11,287
+2,750
769
$416K 0.01%
166
-70
770
$414K 0.01%
27,154
+2,520
771
$413K 0.01%
8,307
-50
772
$406K 0.01%
6,140
773
$404K 0.01%
31,615
+3,590
774
$400K 0.01%
17,480
-393,555
775
$397K 0.01%
9,768
-8,980
29 30
31
32 33