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
876
$207K ﹤0.01%
49,640
+16,257
877
$199K ﹤0.01%
14,200
878
$197K ﹤0.01%
+13,250
879
$192K ﹤0.01%
20,660
880
$189K ﹤0.01%
8,393
881
$185K ﹤0.01%
19,869
-1,821
882
$185K ﹤0.01%
12,700
-16,600
883
$183K ﹤0.01%
+800
884
$179K ﹤0.01%
+13,100
885
$176K ﹤0.01%
+10,124
886
$174K ﹤0.01%
+16,200
887
$172K ﹤0.01%
63,677
+9,720
888
$169K ﹤0.01%
41,587
+6,030
889
$167K ﹤0.01%
106,882
890
$166K ﹤0.01%
+36,926
891
$165K ﹤0.01%
74,861
+44,684
892
$164K ﹤0.01%
+15,386
893
$160K ﹤0.01%
18,750
+7,850
894
$160K ﹤0.01%
20,059
-59,802
895
$158K ﹤0.01%
35,682
+12,290
896
$156K ﹤0.01%
+10,200
897
$155K ﹤0.01%
20,107
-54,763
898
$153K ﹤0.01%
+28,903
899
$147K ﹤0.01%
14,000
-207,781
900
$145K ﹤0.01%
+21,542
34 35
36
37 38