Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.9B
1-Year Est. Return 21.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.9%
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
+$40.6M
2
+$38.8M
3
+$37.1M
4
ECL icon
Ecolab
ECL
+$35.6M
5
KO icon
Coca-Cola
KO
+$35.1M

Top Sells

1
+$51.9M
2
+$33.8M
3
+$32M
4
MSFT icon
Microsoft
MSFT
+$29.8M
5
F icon
Ford
F
+$29.1M

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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-94,876
1054
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1055
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-183,381
1057
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-87,944
1058
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-2,520
1059
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-3,450
1060
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-79,117
1061
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-55,745
1062
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1063
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-71,054
1064
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-3,870
1065
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1066
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1067
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-11,935
1068
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1069
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1070
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1071
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-6,493
1072
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-45,200
1073
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-66,583
1074
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-8,258
1075
– –
-28,400
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