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
826
$301K 0.01%
+10,630
827
$300K 0.01%
+5,709
828
$300K 0.01%
+6,900
829
$294K 0.01%
+11,941
830
$294K 0.01%
+50,500
831
$294K 0.01%
+19,530
832
$291K 0.01%
+33,500
833
$291K 0.01%
+38,464
834
$285K 0.01%
+5,010
835
$284K 0.01%
+5,880
836
$284K 0.01%
+20,000
837
$283K 0.01%
+19,354
838
$281K 0.01%
+127,326
839
$280K ﹤0.01%
+12,742
840
$278K ﹤0.01%
+6,800
841
$276K ﹤0.01%
+16,397
842
$273K ﹤0.01%
+15,740
843
$272K ﹤0.01%
+15,330
844
$268K ﹤0.01%
+18,900
845
$268K ﹤0.01%
+10,200
846
$267K ﹤0.01%
+23,020
847
$266K ﹤0.01%
+4,000
848
$265K ﹤0.01%
+31,758
849
$261K ﹤0.01%
+65,309
850
$261K ﹤0.01%
+20,597
32 33
34
35 36