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
126
$12.9M 0.23%
+439,280
127
$12.9M 0.23%
+2,235,300
128
$12.9M 0.23%
+243,690
129
$12.6M 0.22%
+932,762
130
$12.5M 0.22%
+905
131
$12.4M 0.22%
+403,905
132
$12.3M 0.22%
+1,093,293
133
$12.3M 0.22%
+350,180
134
$12.3M 0.22%
+331,100
135
$12.2M 0.22%
+259,910
136
$12.2M 0.22%
+1,533,380
137
$12.1M 0.21%
+471,720
138
$12M 0.21%
+652,622
139
$11.9M 0.21%
+320,780
140
$11.9M 0.21%
+796,041
141
$11.8M 0.21%
+260,350
142
$11.8M 0.21%
+178,740
143
$11.6M 0.2%
+140,630
144
$11.6M 0.2%
+267,070
145
$11.5M 0.2%
+204,170
146
$11.3M 0.2%
+247,998
147
$11.1M 0.2%
+247,560
148
$11.1M 0.2%
+202,268
149
$11M 0.2%
+86,111
150
$11M 0.19%
+499,557
4 5
6
7 8