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
126
$14.7M 0.2%
261,737
-172,352
127
$14.6M 0.2%
196,077
+132,444
128
$14.4M 0.2%
154,328
-363,240
129
$14.3M 0.2%
468,900
+183,002
130
$14.3M 0.2%
254,090
+26,496
131
$14.3M 0.2%
1,074,595
-16,764
132
$14.3M 0.2%
256,076
+8,377
133
$14.2M 0.2%
+354,193
134
$14.1M 0.2%
370,080
-16,810
135
$14.1M 0.2%
73,765
+58,985
136
$14M 0.19%
211,746
+138,546
137
$14M 0.19%
129,970
+84,110
138
$13.6M 0.19%
1,234,857
+157,979
139
$13.6M 0.19%
456,930
+80,100
140
$13.5M 0.19%
339,774
+24,750
141
$13.3M 0.18%
371,311
+91,529
142
$13.3M 0.18%
163,430
+150,380
143
$13.2M 0.18%
181,690
-61,048
144
$13.2M 0.18%
135,420
+2,360
145
$13M 0.18%
57,965
+7,482
146
$13M 0.18%
+80,185
147
$12.9M 0.18%
274,954
-280,209
148
$12.9M 0.18%
323,840
+9,470
149
$12.9M 0.18%
377,095
+39,230
150
$12.8M 0.18%
728,180
+190,132
4 5
6
7 8