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
801
$334K 0.01%
+20,244
802
$329K 0.01%
+16,000
803
$329K 0.01%
+25,124
804
$329K 0.01%
+13,927
805
$326K 0.01%
+53,719
806
$325K 0.01%
+192,300
807
$325K 0.01%
+5,800
808
$325K 0.01%
+29,709
809
$323K 0.01%
+1,163
810
$321K 0.01%
+5,500
811
$319K 0.01%
+12,642
812
$319K 0.01%
+24,200
813
$317K 0.01%
+17,619
814
$316K 0.01%
+14,925
815
$315K 0.01%
+83,037
816
$315K 0.01%
+11,675
817
$313K 0.01%
+55,700
818
$313K 0.01%
+22,440
819
$312K 0.01%
+32,450
820
$311K 0.01%
+12,493
821
$310K 0.01%
+12,400
822
$310K 0.01%
+13,700
823
$308K 0.01%
+20,900
824
$308K 0.01%
+14,602
825
$303K 0.01%
+119,000
31 32
33
34 35