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
$4.83B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,335
New
Increased
Reduced
Closed

Top Buys

1
+$34.9M
2
+$31.2M
3
+$22.8M
4
C icon
Citigroup
C
+$22.8M
5
PSA icon
Public Storage
PSA
+$20.4M

Top Sells

1
+$31.7M
2
+$25M
3
+$24.6M
4
AMZN icon
Amazon
AMZN
+$23.5M
5
LLY icon
Eli Lilly
LLY
+$23.2M

Sector Composition

1 Technology 18.23%
2 Financials 15.76%
3 Healthcare 13.7%
4 Industrials 10.21%
5 Consumer Discretionary 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.47M 0.11%
296,000
+270,390
227
$5.46M 0.11%
+306,004
228
$5.38M 0.11%
234,642
+72,630
229
$5.35M 0.11%
278,640
-39,352
230
$5.3M 0.11%
+24,428
231
$5.28M 0.11%
199,620
+75,820
232
$5.28M 0.11%
54,168
-53,487
233
$5.21M 0.11%
238,768
-22,800
234
$5.18M 0.11%
10,318
+4,870
235
$5.12M 0.11%
155,700
-57,813
236
$5.12M 0.11%
144,528
-46,624
237
$5.09M 0.11%
10,651
-4,705
238
$5.07M 0.11%
+49,850
239
$5.04M 0.1%
141,460
+600
240
$5.02M 0.1%
213,770
+96,704
241
$5.02M 0.1%
101,951
+8,860
242
$4.95M 0.1%
+55,050
243
$4.91M 0.1%
33,050
-1,390
244
$4.89M 0.1%
61,966
+20,686
245
$4.85M 0.1%
65,340
-18,330
246
$4.85M 0.1%
127,700
-32,820
247
$4.84M 0.1%
267,506
+180,680
248
$4.75M 0.1%
142,570
+132,340
249
$4.74M 0.1%
46,599
-250
250
$4.74M 0.1%
405,282
+148,005
8 9
10
11 12