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
$5.99B
AUM Growth
-$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Buys

1
+$77.1M
2
+$60.2M
3
+$58.7M
4
PEP icon
PepsiCo
PEP
+$48.1M
5
AXP icon
American Express
AXP
+$37.6M

Top Sells

1
+$39.4M
2
+$34.4M
3
+$26.9M
4
EL icon
Estee Lauder
EL
+$26.3M
5
WDAY icon
Workday
WDAY
+$24.4M

Sector Composition

1 Technology 18.62%
2 Financials 14.37%
3 Healthcare 14.35%
4 Industrials 12.74%
5 Consumer Discretionary 11.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.64M 0.09%
96,490
-3,610
227
$5.52M 0.09%
+116,776
228
$5.52M 0.09%
212,420
-31,300
229
$5.42M 0.09%
315,550
-5,640
230
$5.41M 0.09%
+174,950
231
$5.34M 0.09%
74,440
+25,947
232
$5.31M 0.09%
176,217
+131,307
233
$5.29M 0.09%
250,019
-96,128
234
$5.28M 0.09%
308,872
+10,740
235
$5.26M 0.09%
76,975
-20,820
236
$5.24M 0.09%
+84,859
237
$5.23M 0.09%
81,447
+74,080
238
$5.21M 0.09%
55,515
-122,005
239
$5.21M 0.09%
114,770
-11,800
240
$5.19M 0.09%
156,740
-13,630
241
$5.14M 0.09%
58,650
+7,880
242
$5.13M 0.09%
134,780
-2,170
243
$5.04M 0.08%
+75,886
244
$5.03M 0.08%
+115,188
245
$4.96M 0.08%
73,121
-5,730
246
$4.94M 0.08%
84,580
-720
247
$4.8M 0.08%
304,322
-38,900
248
$4.76M 0.08%
+65,193
249
$4.67M 0.08%
143,740
-16,701
250
$4.62M 0.08%
57,700
-110
8 9
10
11 12