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
926
$131K ﹤0.01%
+15,150
927
$120K ﹤0.01%
+29,900
928
$119K ﹤0.01%
+13
929
$118K ﹤0.01%
+70,093
930
$118K ﹤0.01%
+12,127
931
$114K ﹤0.01%
+25,456
932
$110K ﹤0.01%
+1,280
933
$109K ﹤0.01%
+70,400
934
$105K ﹤0.01%
+5
935
$104K ﹤0.01%
+41,801
936
$93K ﹤0.01%
+11,636
937
$90K ﹤0.01%
+25,261
938
$89K ﹤0.01%
+10,694
939
$88K ﹤0.01%
+5,400
940
$84K ﹤0.01%
+10,132
941
$83K ﹤0.01%
+659
942
$82K ﹤0.01%
+14,112
943
$82K ﹤0.01%
+20,100
944
$79K ﹤0.01%
+12,300
945
$74K ﹤0.01%
+19,840
946
$73K ﹤0.01%
+24,100
947
$71K ﹤0.01%
+20,081
948
$70K ﹤0.01%
+11,100
949
$64K ﹤0.01%
+11,322
950
$62K ﹤0.01%
+34,100
35 36 37
38
39