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
901
$144K ﹤0.01%
20,251
-14,886
902
$144K ﹤0.01%
+18,076
903
$142K ﹤0.01%
+37,299
904
$140K ﹤0.01%
15,056
-5,342
905
$139K ﹤0.01%
13,791
-89,309
906
$131K ﹤0.01%
5,854
-590
907
$129K ﹤0.01%
+12,805
908
$122K ﹤0.01%
+10,400
909
$120K ﹤0.01%
34,925
910
$118K ﹤0.01%
36,921
+13,225
911
$117K ﹤0.01%
11,194
-16,075
912
$117K ﹤0.01%
68,573
-21,700
913
$115K ﹤0.01%
+15,052
914
$109K ﹤0.01%
13,218
-15,170
915
$102K ﹤0.01%
27,885
+3,300
916
$100K ﹤0.01%
37,209
-40,790
917
$98K ﹤0.01%
36,500
-280,595
918
$98K ﹤0.01%
14,200
919
$98K ﹤0.01%
13,478
-338,528
920
$97K ﹤0.01%
+11,682
921
$94K ﹤0.01%
49,620
-15,600
922
$90K ﹤0.01%
+21,274
923
$85K ﹤0.01%
+15,428
924
$81K ﹤0.01%
+43,588
925
$65K ﹤0.01%
+19,445
35 36
37
38 39