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
176
$9.51M 0.17%
+138,230
177
$9.49M 0.17%
+113,929
178
$9.46M 0.17%
+237,500
179
$9.41M 0.17%
+1,216,800
180
$9.33M 0.16%
+65,228
181
$9.27M 0.16%
+228,110
182
$9.18M 0.16%
+165,476
183
$9.06M 0.16%
+211,700
184
$8.88M 0.16%
+151,750
185
$8.64M 0.15%
+154,077
186
$8.63M 0.15%
+79,610
187
$8.6M 0.15%
+124,430
188
$8.58M 0.15%
+203,066
189
$8.55M 0.15%
+894,300
190
$8.53M 0.15%
+176,733
191
$8.52M 0.15%
+340,238
192
$8.46M 0.15%
+185,289
193
$8.38M 0.15%
+97,730
194
$8.33M 0.15%
+214,400
195
$8.32M 0.15%
+127,454
196
$8.32M 0.15%
+309,968
197
$8.24M 0.15%
+224,200
198
$8.13M 0.14%
+332,293
199
$8.02M 0.14%
+153,829
200
$7.96M 0.14%
+179,537
6 7
8
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