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
851
$236K ﹤0.01%
14,436
+3,750
852
$235K ﹤0.01%
60,600
-1,782,689
853
$233K ﹤0.01%
3,614
-6,205
854
$231K ﹤0.01%
38,260
-29,687
855
$230K ﹤0.01%
2,760
-12,047
856
$230K ﹤0.01%
+6,380
857
$228K ﹤0.01%
8,258
-5,058
858
$228K ﹤0.01%
+22,594
859
$226K ﹤0.01%
46,366
+3,841
860
$225K ﹤0.01%
+4,651
861
$225K ﹤0.01%
+5,010
862
$224K ﹤0.01%
30,209
-54,285
863
$223K ﹤0.01%
32,494
864
$223K ﹤0.01%
+59,718
865
$221K ﹤0.01%
+6,434
866
$217K ﹤0.01%
56,400
+1,500
867
$217K ﹤0.01%
+2,950
868
$215K ﹤0.01%
+17,200
869
$215K ﹤0.01%
+2,700
870
$213K ﹤0.01%
4,660
871
$211K ﹤0.01%
+724
872
$211K ﹤0.01%
14,795
+9,217
873
$210K ﹤0.01%
102,888
+9,798
874
$208K ﹤0.01%
23,304
-49,400
875
$208K ﹤0.01%
43,772
+12,887
33 34
35
36 37