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 18.67%
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
1051
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1052
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1053
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-15,784
1054
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1055
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1056
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-28,890
1057
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-32,794
1058
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1059
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-87,944
1060
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-2,520
1061
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-3,450
1062
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-79,117
1063
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-24,010
1064
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-71,054
1065
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1066
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1067
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1068
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1069
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1070
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1071
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1072
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1073
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-8,258
1074
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-28,400
1075
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-28,650
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