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
826
$276K ﹤0.01%
+2,150
827
$275K ﹤0.01%
16,946
+8,602
828
$271K ﹤0.01%
13,402
829
$267K ﹤0.01%
17,513
+4,350
830
$265K ﹤0.01%
94,100
+2,500
831
$265K ﹤0.01%
54,440
+12,765
832
$263K ﹤0.01%
12,250
-300
833
$262K ﹤0.01%
6,330
-79,390
834
$261K ﹤0.01%
28,613
-35,905
835
$261K ﹤0.01%
120,300
-168,840
836
$260K ﹤0.01%
13,100
837
$258K ﹤0.01%
2,022
-2,571
838
$258K ﹤0.01%
10,860
-43,169
839
$257K ﹤0.01%
+8,880
840
$257K ﹤0.01%
15,517
-1,612
841
$256K ﹤0.01%
+2,500
842
$254K ﹤0.01%
+23,435
843
$250K ﹤0.01%
+34,800
844
$250K ﹤0.01%
90,798
-15,581
845
$245K ﹤0.01%
4,030
846
$243K ﹤0.01%
12,889
847
$242K ﹤0.01%
+11,660
848
$238K ﹤0.01%
+3,380
849
$238K ﹤0.01%
+20,400
850
$238K ﹤0.01%
12,500
32 33
34
35 36