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
876
$222K ﹤0.01%
+9,490
877
$221K ﹤0.01%
+9,175
878
$220K ﹤0.01%
+1,651
879
$217K ﹤0.01%
+12,740
880
$217K ﹤0.01%
+12,400
881
$215K ﹤0.01%
+7,631
882
$215K ﹤0.01%
+157,014
883
$212K ﹤0.01%
+91,594
884
$211K ﹤0.01%
+5,700
885
$207K ﹤0.01%
+5,000
886
$206K ﹤0.01%
+7,582
887
$204K ﹤0.01%
+19,080
888
$203K ﹤0.01%
+17,480
889
$203K ﹤0.01%
+17
890
$201K ﹤0.01%
+8,700
891
$200K ﹤0.01%
+5,461
892
$198K ﹤0.01%
+24,100
893
$195K ﹤0.01%
+16,200
894
$195K ﹤0.01%
+20,377
895
$193K ﹤0.01%
+21,940
896
$189K ﹤0.01%
+2,347
897
$189K ﹤0.01%
+12,990
898
$184K ﹤0.01%
+11,000
899
$184K ﹤0.01%
+92,114
900
$184K ﹤0.01%
+39,013
34 35
36
37 38