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
926
$64K ﹤0.01%
30,593
+8,797
927
$64K ﹤0.01%
33,939
-31,200
928
$63K ﹤0.01%
28,922
-47,447
929
$62K ﹤0.01%
18,987
+1,983
930
$54K ﹤0.01%
+16,100
931
$52K ﹤0.01%
12,845
-8,208
932
$51K ﹤0.01%
474
-5,117
933
$47K ﹤0.01%
27,933
-77,217
934
$45K ﹤0.01%
+10,087
935
$40K ﹤0.01%
+10,700
936
$27K ﹤0.01%
3,369
-8,533
937
– –
-6,500
938
– –
-48,876
939
– –
-12,990
940
– –
-2,044
941
– –
-12,900
942
– –
-11,935
943
– –
-92,342
944
– –
-85,363
945
– –
-2,157
946
– –
-219,736
947
– –
-25,682
948
– –
-21,602
949
– –
-60,851
950
– –
-95,400
36 37
38
39 40