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
201
$9.36M 0.13%
46,930
+44,460
202
$9.34M 0.13%
414,522
-179,184
203
$9.33M 0.13%
306,781
+50,338
204
$9.14M 0.13%
156,817
-57,040
205
$9.13M 0.13%
101,054
+12,090
206
$9.1M 0.13%
253,138
-135,719
207
$9.1M 0.13%
529,598
+68,420
208
$8.99M 0.12%
104,970
+41,856
209
$8.99M 0.12%
214,717
+24,360
210
$8.97M 0.12%
90,471
+20,590
211
$8.96M 0.12%
97,985
-88,244
212
$8.9M 0.12%
59,836
-650
213
$8.9M 0.12%
1,374,968
+371,500
214
$8.88M 0.12%
434,185
+25,480
215
$8.85M 0.12%
110,670
-288,560
216
$8.76M 0.12%
174,906
-10,499
217
$8.75M 0.12%
847,943
+32,130
218
$8.73M 0.12%
307,644
+10,220
219
$8.72M 0.12%
182,050
-23,880
220
$8.7M 0.12%
164,444
+10,690
221
$8.66M 0.12%
341,142
-7,880
222
$8.66M 0.12%
127,221
+5,256
223
$8.62M 0.12%
214,307
+3,250
224
$8.6M 0.12%
180,238
-48,609
225
$8.54M 0.12%
543,027
+42,990
7 8
9
10 11