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
151
$11M 0.19%
+31,356,000
152
$11M 0.19%
+421,930
153
$10.9M 0.19%
+388,325
154
$10.8M 0.19%
+367,191
155
$10.8M 0.19%
+179,250
156
$10.7M 0.19%
+127,283
157
$10.7M 0.19%
+447,554
158
$10.6M 0.19%
+283,430
159
$10.5M 0.19%
+254,574
160
$10.5M 0.19%
+344,352
161
$10.5M 0.19%
+1,129,900
162
$10.4M 0.18%
+159,305
163
$10.2M 0.18%
+249,555
164
$10.1M 0.18%
+1,299,330
165
$9.96M 0.18%
+88,819
166
$9.96M 0.18%
+203,860
167
$9.93M 0.18%
+447,330
168
$9.89M 0.17%
+183,140
169
$9.88M 0.17%
+1,405,380
170
$9.81M 0.17%
+134,806
171
$9.79M 0.17%
+151,010
172
$9.77M 0.17%
+195,220
173
$9.7M 0.17%
+198,300
174
$9.67M 0.17%
+303,992
175
$9.57M 0.17%
+311,180
5 6
7
8 9