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
901
$183K ﹤0.01%
+10,900
902
$182K ﹤0.01%
+23,400
903
$182K ﹤0.01%
+10,210
904
$182K ﹤0.01%
+4,790
905
$179K ﹤0.01%
+11,900
906
$177K ﹤0.01%
+2,880
907
$177K ﹤0.01%
+16,995
908
$177K ﹤0.01%
+26,400
909
$174K ﹤0.01%
+12,800
910
$172K ﹤0.01%
+79,000
911
$171K ﹤0.01%
+1,758
912
$171K ﹤0.01%
+23,711
913
$169K ﹤0.01%
+22,600
914
$169K ﹤0.01%
+12,333
915
$163K ﹤0.01%
+3,425
916
$160K ﹤0.01%
+340
917
$159K ﹤0.01%
+19,503
918
$158K ﹤0.01%
+10,603
919
$150K ﹤0.01%
+11,331
920
$146K ﹤0.01%
+63,896
921
$144K ﹤0.01%
+10,200
922
$143K ﹤0.01%
+35,516
923
$141K ﹤0.01%
+34,149
924
$137K ﹤0.01%
+14,240
925
$135K ﹤0.01%
+11,000
35 36
37
38 39