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 18.64%
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
101
$18.9M 0.26%
966,918
+795,348
102
$18.9M 0.26%
489,429
+165,960
103
$18.2M 0.25%
2,975,921
-1,120,983
104
$18.1M 0.25%
172,656
-16,380
105
$17.8M 0.25%
144,420
+108,870
106
$17.7M 0.24%
390,185
+24,760
107
$17.7M 0.24%
88,435
+13,563
108
$17.2M 0.24%
183,154
-19,920
109
$17.1M 0.24%
293,759
+12,162
110
$17M 0.24%
1,462,549
+26,810
111
$16.9M 0.23%
198,447
-100,233
112
$16.7M 0.23%
326,242
-234,859
113
$16.7M 0.23%
155,144
+144,104
114
$16.6M 0.23%
339,726
+148,609
115
$16.3M 0.22%
306,395
-49,770
116
$16.2M 0.22%
159,537
+59,986
117
$16.1M 0.22%
288,629
-5,260
118
$15.9M 0.22%
+130,650
119
$15.5M 0.21%
+84,190
120
$15.5M 0.21%
311,487
+30,900
121
$15.1M 0.21%
255,208
+44,940
122
$15M 0.21%
148,059
+32,950
123
$14.9M 0.21%
131,290
+53,340
124
$14.9M 0.21%
420,605
-238,221
125
$14.7M 0.2%
189,258
+65,741
3 4
5
6 7