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
801
$339K ﹤0.01%
6,776
+5,919
802
$335K ﹤0.01%
1,813
-590
803
$329K ﹤0.01%
+26,801
804
$328K ﹤0.01%
+1,914
805
$323K ﹤0.01%
248,261
-69,686
806
$315K ﹤0.01%
+6,160
807
$312K ﹤0.01%
8,116
+1,860
808
$309K ﹤0.01%
81,624
+18,265
809
$308K ﹤0.01%
5,870
+280
810
$307K ﹤0.01%
+7,190
811
$306K ﹤0.01%
+6,500
812
$306K ﹤0.01%
61,766
+46,266
813
$304K ﹤0.01%
10,000
814
$298K ﹤0.01%
30,399
+4,767
815
$298K ﹤0.01%
32,032
+15,832
816
$297K ﹤0.01%
6,410
+1,520
817
$297K ﹤0.01%
+15,400
818
$296K ﹤0.01%
41,713
+5,500
819
$292K ﹤0.01%
4,572
820
$289K ﹤0.01%
1,380
821
$285K ﹤0.01%
8,749
-3,000
822
$282K ﹤0.01%
+17,770
823
$281K ﹤0.01%
+6,170
824
$281K ﹤0.01%
+3,230
825
$279K ﹤0.01%
+26,358
31 32
33
34 35