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
$5.66B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
959
New
Increased
Reduced
Closed

Top Buys

1
+$124M
2
+$92M
3
+$90.8M
4
MSFT icon
Microsoft
MSFT
+$71M
5
WMT icon
Walmart
WMT
+$57.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.69%
2 Industrials 12.48%
3 Financials 11.08%
4 Consumer Discretionary 10.68%
5 Healthcare 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$16.2M 0.29%
+210,528
102
$16M 0.28%
+271,700
103
$16M 0.28%
+505,270
104
$15.9M 0.28%
+413,130
105
$15.6M 0.27%
+183,740
106
$15.4M 0.27%
+134,778
107
$15.4M 0.27%
+396,880
108
$15.2M 0.27%
+292,190
109
$15.1M 0.27%
+312,900
110
$15M 0.27%
+441,580
111
$14.9M 0.26%
+483,290
112
$14.8M 0.26%
+522,376
113
$14.8M 0.26%
+2,762,367
114
$14.6M 0.26%
+1,246,180
115
$14.5M 0.26%
+900,737
116
$14.4M 0.25%
+233,610
117
$14.4M 0.25%
+831,000
118
$14M 0.25%
+541,590
119
$13.9M 0.25%
+589,800
120
$13.7M 0.24%
+253,040
121
$13.5M 0.24%
+912,922
122
$13.3M 0.24%
+182,276
123
$13.3M 0.24%
+357,224
124
$13.1M 0.23%
+582,600
125
$12.9M 0.23%
+468,941
3 4
5
6 7