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
201
$7.88M 0.14%
+138,320
202
$7.86M 0.14%
+225,500
203
$7.84M 0.14%
+503,842
204
$7.69M 0.14%
+221,200
205
$7.64M 0.14%
+176,720
206
$7.61M 0.13%
+950,310
207
$7.53M 0.13%
+182,624
208
$7.36M 0.13%
+222,600
209
$7.34M 0.13%
+341,550
210
$7.32M 0.13%
+288,120
211
$7.31M 0.13%
+1,150,634
212
$7.3M 0.13%
+314,840
213
$7.28M 0.13%
+507,086
214
$7.22M 0.13%
+126,110
215
$7.14M 0.13%
+1,749,322
216
$7.09M 0.13%
+124,045
217
$7.05M 0.12%
+235,306
218
$7.01M 0.12%
+204,505
219
$6.95M 0.12%
+27,566
220
$6.95M 0.12%
+109,880
221
$6.94M 0.12%
+146,931
222
$6.89M 0.12%
+278,100
223
$6.84M 0.12%
+177,480
224
$6.83M 0.12%
+123,199
225
$6.78M 0.12%
+219,314
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