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
1001
– –
-38,804
1002
– –
-30,210
1003
– –
-148,322
1004
– –
-613
1005
– –
-4,799
1006
– –
-3,090
1007
– –
-107,499
1008
– –
-17,338
1009
– –
-36,772
1010
– –
-12,880
1011
– –
-53,010
1012
– –
-16,010
1013
– –
-79,219
1014
– –
-42,600
1015
– –
-36,184
1016
– –
-10,847
1017
– –
-17,510
1018
– –
-33,473
1019
– –
-317,460
1020
– –
-10,225
1021
– –
-28,061
1022
– –
-77,390
1023
– –
-20,940
1024
– –
-84,655
1025
– –
-85,328
39 40
41
42 43