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
76
$24.1M 0.33%
154,554
+18,051
77
$23.1M 0.32%
275,310
-5,870
78
$23.1M 0.32%
323,863
-3,310
79
$22.5M 0.31%
429,304
-136,060
80
$22.4M 0.31%
1,510,010
+520,487
81
$22.3M 0.31%
230,814
-14,370
82
$22.3M 0.31%
633,720
+41,110
83
$21.8M 0.3%
470,777
-50,350
84
$21.6M 0.3%
398,993
-29,940
85
$21.6M 0.3%
151,344
+32,040
86
$21.5M 0.3%
228,395
+19,780
87
$21.4M 0.3%
147,180
+35,488
88
$21.4M 0.3%
524,192
-360,210
89
$21M 0.29%
200,824
+7,670
90
$20.9M 0.29%
122,330
+6,403
91
$20.3M 0.28%
235,970
+19,270
92
$19.9M 0.28%
571,574
-197,775
93
$19.8M 0.27%
586,647
-80,786
94
$19.7M 0.27%
441,490
-108,701
95
$19.5M 0.27%
244,273
+11,860
96
$19.5M 0.27%
+48,682
97
$19.4M 0.27%
560,870
+166,790
98
$19.3M 0.27%
537,334
+68,280
99
$19.1M 0.26%
658,330
+507,520
100
$18.9M 0.26%
470,813
+404,013
2 3
4
5 6