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
$16.3B
AUM Growth
+$1.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,104
New
Increased
Reduced
Closed

Top Buys

1
+$306M
2
+$170M
3
+$138M
4
INTC icon
Intel
INTC
+$138M
5
F icon
Ford
F
+$134M

Top Sells

1
+$216M
2
+$193M
3
+$189M
4
MSFT icon
Microsoft
MSFT
+$112M
5
ANET icon
Arista Networks
ANET
+$86.2M

Sector Composition

1 Technology 29%
2 Healthcare 13.57%
3 Consumer Discretionary 12.65%
4 Financials 12.35%
5 Industrials 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
– –
-2,913
1027
– –
-21,257
1028
– –
-4,464
1029
– –
-13,089
1030
– –
-55,991
1031
– –
-26,310
1032
– –
-38,126
1033
– –
-1,469
1034
– –
-1,474,199
1035
– –
-10,677
1036
– –
-149,697
1037
– –
-6,246
1038
– –
-34,081
1039
– –
-864,413
1040
– –
-1,272
1041
– –
-11,305
1042
– –
-101,221
1043
– –
-14,842
1044
– –
-65,740
1045
– –
-11,778
1046
– –
-3,196,302
1047
– –
-94,357
1048
– –
-462,487
1049
– –
-26,619
1050
– –
-87,984
40 41
42
43 44