Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.2B
This Quarter Return
-4.28%
1 Year Return
+8.7%
3 Year Return
+51.61%
5 Year Return
+247.59%
10 Year Return
+385.52%
AUM
$25.2B
AUM Growth
-$3.05B
Cap. Flow
-$1.3B
Cap. Flow %
-5.16%
Top 10 Hldgs %
24.56%
Holding
1,230
New
304
Increased
266
Reduced
463
Closed
170

Top Buys

1
$254M
2
$168M
3
$139M
4
$120M
5
$119M

Top Sells

1
$345M
2
$302M
3
$258M
4
$254M
5
$217M

Sector Composition

1Technology29.75%
2Financials14.23%
3Consumer Discretionary12.65%
4Industrials11.32%
5Healthcare11.23%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$895K﹤0.01% 138,914
+52,974
+62%
+$341K
$889K﹤0.01% 217,461
-1,760
-0.8%
-$7.2K
$886K﹤0.01% 53,678
+3,417
+7%
+$56.4K
$884K﹤0.01%
+10,168
 New
+$884K
$883K﹤0.01% 241,816
+18,036
+8%
+$65.8K
$878K﹤0.01%
+14,142
 New
+$878K
$870K﹤0.01%
+24,884
 New
+$870K
$870K﹤0.01% 117,069
-33,002
-22%
-$245K
$866K﹤0.01% 56,980
-6,310
-10%
-$95.9K
$863K﹤0.01%
+431,674
 New
+$863K
$861K﹤0.01% 555,800
-412,752
-43%
-$640K
$859K﹤0.01% 14,516
-5,587
-28%
-$331K
$859K﹤0.01% 187,048
-262,405
-58%
-$1.2M
$856K﹤0.01%
+21,178
 New
+$856K
$851K﹤0.01% 1,297,785
+555,323
+75%
+$364K
$847K﹤0.01% 472,969
+149,109
+46%
+$267K
$846K﹤0.01%
+11,275
 New
+$846K
$845K﹤0.01% 665,351
+99,447
+18%
+$126K
$844K﹤0.01%
+43,199
 New
+$844K
$832K﹤0.01% 24,111
-63,756
-73%
-$2.2M
$830K﹤0.01%
+101,275
 New
+$830K
$817K﹤0.01%
+162,021
 New
+$817K
$816K﹤0.01% 99,850
-8,708
-8%
-$71.1K
$816K﹤0.01%
+3,349
 New
+$816K
$815K﹤0.01% 114,890
+215
+0.2%
+$1.52K
1 323334353650