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
851
$260K ﹤0.01%
+34,905
852
$257K ﹤0.01%
+43,500
853
$255K ﹤0.01%
+7,600
854
$255K ﹤0.01%
+10,200
855
$254K ﹤0.01%
+8,036
856
$254K ﹤0.01%
+5,469
857
$252K ﹤0.01%
+6,780
858
$251K ﹤0.01%
+10,700
859
$250K ﹤0.01%
+11,700
860
$249K ﹤0.01%
+63,259
861
$247K ﹤0.01%
+51,900
862
$247K ﹤0.01%
+8,993
863
$246K ﹤0.01%
+2,840
864
$246K ﹤0.01%
+9,484
865
$245K ﹤0.01%
+57,940
866
$245K ﹤0.01%
+12,900
867
$242K ﹤0.01%
+7,133
868
$241K ﹤0.01%
+12,199
869
$240K ﹤0.01%
+17,816
870
$236K ﹤0.01%
+93,300
871
$234K ﹤0.01%
+5,110
872
$231K ﹤0.01%
+4,590
873
$231K ﹤0.01%
+84,204
874
$228K ﹤0.01%
+53,300
875
$224K ﹤0.01%
+70,147
33 34
35
36 37