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
76
$20.2M 0.36%
+279,376
77
$19.5M 0.35%
+215,726
78
$19.5M 0.34%
+733,452
79
$19.5M 0.34%
+334,720
80
$19.2M 0.34%
+1,823,400
81
$19.1M 0.34%
+269,250
82
$18.9M 0.33%
+485,843
83
$18.9M 0.33%
+363,420
84
$18.8M 0.33%
+290,462
85
$18.8M 0.33%
+525,126
86
$18.7M 0.33%
+611,909
87
$18.4M 0.32%
+244,622
88
$18.2M 0.32%
+658,700
89
$18M 0.32%
+182,490
90
$17.8M 0.31%
+1,515,950
91
$17.5M 0.31%
+242,120
92
$17.3M 0.3%
+376,862
93
$16.8M 0.3%
+18,219
94
$16.6M 0.29%
+249,031
95
$16.6M 0.29%
+384,720
96
$16.5M 0.29%
+152,078
97
$16.5M 0.29%
+246,544
98
$16.4M 0.29%
+312,800
99
$16.3M 0.29%
+519,300
100
$16.2M 0.29%
+478,195
2 3
4
5 6