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
176
$10.9M 0.15%
236,495
-26,640
177
$10.8M 0.15%
755,390
+121,140
178
$10.7M 0.15%
116,252
+9,950
179
$10.7M 0.15%
38,887
+32,897
180
$10.6M 0.15%
361,129
+35,780
181
$10.6M 0.15%
353,170
-70,150
182
$10.4M 0.14%
332,410
+9,810
183
$10.4M 0.14%
174,891
+3,990
184
$10.4M 0.14%
331,842
-36,460
185
$10.4M 0.14%
241,584
+18,181
186
$10.3M 0.14%
175,548
+20,666
187
$10.3M 0.14%
123,230
+11,250
188
$10.2M 0.14%
219,051
+36,630
189
$10.2M 0.14%
+348,633
190
$10.2M 0.14%
253,995
+52,882
191
$10.2M 0.14%
123,314
-40,310
192
$9.98M 0.14%
83,185
+850
193
$9.93M 0.14%
525,137
-66,888
194
$9.86M 0.14%
+140,600
195
$9.75M 0.14%
63,279
+17,720
196
$9.71M 0.13%
219,930
+48,200
197
$9.69M 0.13%
112,482
-24,710
198
$9.57M 0.13%
208,926
+39,273
199
$9.56M 0.13%
143,500
+81,990
200
$9.55M 0.13%
14,016
+9,400
6 7
8
9 10