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
1076
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-28,650
1077
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1078
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-35,997
1079
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-75,866
1080
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-1,628
1081
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-15,507
1082
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-82,877
1083
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-628,283
1084
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-150,527
1085
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-77,900
1086
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-54,400
1087
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-116,777
1088
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-65,440
1089
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-33,760
1090
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-35,050
1091
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-75,150
1092
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1093
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-5,200
1094
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-144,906
1095
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1096
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-212,699
1097
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-190,489
1098
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-607,825
1099
– –
-44,271
1100
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-128,211
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