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
151
$12.8M 0.18%
513,712
-109,378
152
$12.8M 0.18%
+444,270
153
$12.7M 0.18%
6,793
+213
154
$12.7M 0.18%
255,110
+100,120
155
$12.7M 0.18%
781,760
+176,656
156
$12.5M 0.17%
72,990
+65,510
157
$12.4M 0.17%
492,452
+58,910
158
$12.3M 0.17%
363,046
-14,460
159
$12.2M 0.17%
353,775
-96,390
160
$12.1M 0.17%
502,764
+65,850
161
$12.1M 0.17%
468,134
+374,989
162
$12M 0.17%
131,603
+101,065
163
$12M 0.17%
218,780
-51,540
164
$11.8M 0.16%
279,873
+10,670
165
$11.8M 0.16%
317,310
-2,560
166
$11.8M 0.16%
404,870
-25,050
167
$11.8M 0.16%
569,358
+62,430
168
$11.6M 0.16%
60,017
+6,750
169
$11.5M 0.16%
287,456
+20,210
170
$11.5M 0.16%
338,358
+122,898
171
$11.4M 0.16%
256,951
-16,315
172
$11.3M 0.16%
134,379
+50,210
173
$11.3M 0.16%
120,440
-3,310
174
$11.2M 0.16%
+135,415
175
$11M 0.15%
188,448
+155,522
5 6
7
8 9