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
776
$397K 0.01%
32,199
-249,996
777
$392K 0.01%
37,605
-7,719
778
$391K 0.01%
24,660
-100
779
$388K 0.01%
4,240
-10,898
780
$381K 0.01%
+5,300
781
$381K 0.01%
+5,140
782
$380K 0.01%
3,220
-3,600
783
$379K 0.01%
4,861
+1,583
784
$378K 0.01%
3,180
-1,180
785
$376K 0.01%
26,209
-44,748
786
$370K 0.01%
+2,355
787
$364K 0.01%
12,722
788
$363K 0.01%
201,438
+9,511
789
$362K 0.01%
32,493
790
$361K 0.01%
+85,896
791
$356K ﹤0.01%
10,056
-4,607
792
$351K ﹤0.01%
4,260
+1,600
793
$349K ﹤0.01%
11,508
-2,280
794
$349K ﹤0.01%
19,160
-97,623
795
$345K ﹤0.01%
41,439
+1,800
796
$345K ﹤0.01%
7,120
-1,500
797
$345K ﹤0.01%
2,420
-41,160
798
$345K ﹤0.01%
77,784
-445,897
799
$341K ﹤0.01%
17,100
-619,321
800
$341K ﹤0.01%
+17,425
30 31
32
33 34