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
776
$387K 0.01%
+4,700
777
$387K 0.01%
+22,804
778
$386K 0.01%
+9,802
779
$385K 0.01%
+44,000
780
$382K 0.01%
+11,000
781
$382K 0.01%
+17,050
782
$381K 0.01%
+33,767
783
$380K 0.01%
+18,330
784
$378K 0.01%
+49,282
785
$371K 0.01%
+95,500
786
$367K 0.01%
+108,450
787
$367K 0.01%
+769
788
$366K 0.01%
+33,600
789
$361K 0.01%
+30,421
790
$356K 0.01%
+84,379
791
$353K 0.01%
+6,180
792
$346K 0.01%
+30,138
793
$344K 0.01%
+14,800
794
$344K 0.01%
+24,800
795
$341K 0.01%
+37,722
796
$340K 0.01%
+17,800
797
$337K 0.01%
+55,906
798
$337K 0.01%
+12,239
799
$336K 0.01%
+54,345
800
$335K 0.01%
+10,200
30 31
32
33 34