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
$16.3B
AUM Growth
+$1.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,104
New
Increased
Reduced
Closed

Top Buys

1
+$306M
2
+$170M
3
+$138M
4
INTC icon
Intel
INTC
+$138M
5
F icon
Ford
F
+$134M

Top Sells

1
+$216M
2
+$193M
3
+$189M
4
MSFT icon
Microsoft
MSFT
+$112M
5
ANET icon
Arista Networks
ANET
+$86.2M

Sector Composition

1 Technology 29.28%
2 Healthcare 13.57%
3 Consumer Discretionary 12.65%
4 Financials 12.35%
5 Industrials 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$33.7M 0.21%
307,253
+14,429
127
$33.4M 0.21%
916,480
+145,660
128
$33M 0.2%
1,465,752
+581,490
129
$32.8M 0.2%
197,802
+19,109
130
$32.6M 0.2%
2,631,134
-246,960
131
$32.2M 0.2%
1,103,822
-20,985
132
$32.1M 0.2%
1,322,458
-21,518
133
$31.7M 0.19%
261,116
-5,618
134
$31.6M 0.19%
2,207,405
-1,902,945
135
$31.1M 0.19%
775,775
+114,692
136
$30.6M 0.19%
433,077
+20,362
137
$30.4M 0.19%
184,023
-49,461
138
$29.4M 0.18%
327,318
+13,638
139
$28.8M 0.18%
2,301,153
+2,266,022
140
$28.8M 0.18%
606,244
-17,346
141
$28.5M 0.17%
+138,028
142
$28M 0.17%
579,215
-18,330
143
$28M 0.17%
361,576
+12,241
144
$27.7M 0.17%
207,826
+172,184
145
$27.6M 0.17%
485,858
-837
146
$27.4M 0.17%
560,613
-1,151
147
$27M 0.17%
1,217,660
-25,818
148
$26.7M 0.16%
323,923
+33,684
149
$26.7M 0.16%
2,383,408
+1,241,755
150
$26.6M 0.16%
276,382
-143,638
4 5
6
7 8