Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.5B
1-Year Est. Return 20.81%
This Quarter Est. Return
1 Year Est. Return
+20.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.3B
AUM Growth
+$1.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,104
New
Increased
Reduced
Closed

Top Buys

1
+$306M
2
+$170M
3
+$138M
4
INTC icon
Intel
INTC
+$138M
5
F icon
Ford
F
+$134M

Top Sells

1
+$216M
2
+$193M
3
+$189M
4
MSFT icon
Microsoft
MSFT
+$112M
5
ANET icon
Arista Networks
ANET
+$86.2M

Sector Composition

1 Technology 29.28%
2 Healthcare 13.57%
3 Consumer Discretionary 12.65%
4 Financials 12.35%
5 Industrials 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$955M 5.85%
5,790,544
+1,856,005
2
$516M 3.16%
1,788,408
-386,863
3
$309M 1.9%
1,459,355
+133,934
4
$253M 1.55%
2,428,146
+137,697
5
$234M 1.44%
678,184
+19,209
6
$225M 1.38%
1,360,687
+92,122
7
$208M 1.28%
78,607
+49,320
8
$203M 1.25%
771,281
+197,148
9
$197M 1.21%
863,586
+102,249
10
$197M 1.2%
2,957,725
+204,029
11
$196M 1.2%
622,414
-13,578
12
$186M 1.14%
75,570
+643
13
$170M 1.04%
4,645,678
+4,637,314
14
$160M 0.98%
449,346
+40,679
15
$157M 0.96%
2,881,458
+1,554,795
16
$156M 0.96%
1,116,885
+70,365
17
$155M 0.95%
402,481
+359,195
18
$152M 0.93%
721,162
+36,746
19
$151M 0.92%
881,133
+104,730
20
$148M 0.91%
4,526,368
+4,217,135
21
$142M 0.87%
2,501,250
-765,075
22
$134M 0.82%
+10,608,782
23
$128M 0.78%
1,153,499
+321,352
24
$128M 0.78%
907,171
+7,360
25
$125M 0.76%
+2,310,350
1
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