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
951
$61K ﹤0.01%
+48,373
952
$57K ﹤0.01%
+27,400
953
$57K ﹤0.01%
+8,428
954
$49K ﹤0.01%
+1
955
$46K ﹤0.01%
+11,800
956
$45K ﹤0.01%
+10,740
957
$44K ﹤0.01%
+1,230
958
$36K ﹤0.01%
+24,500
959
$26K ﹤0.01%
+16,550