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
$5.14B
AUM Growth
+$467M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,074
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$23.4M
3
+$20.7M
4
PEP icon
PepsiCo
PEP
+$19.7M
5
LMT icon
Lockheed Martin
LMT
+$18.2M

Top Sells

1
+$26.9M
2
+$20.2M
3
+$19.4M
4
LLY icon
Eli Lilly
LLY
+$16.5M
5
GILD icon
Gilead Sciences
GILD
+$15.4M

Sector Composition

1 Technology 19.67%
2 Financials 18.08%
3 Industrials 12.79%
4 Healthcare 11.05%
5 Consumer Discretionary 11.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.21M 0.12%
134,091
+103,801
227
$6.1M 0.12%
24,007
+2,480
228
$6.05M 0.12%
+219,687
229
$6.04M 0.12%
73,570
+6,310
230
$6.04M 0.12%
511,353
-256,755
231
$5.99M 0.12%
87,060
-83,030
232
$5.98M 0.12%
258,790
+68,870
233
$5.92M 0.12%
302,080
+74,900
234
$5.9M 0.11%
107,823
-176,134
235
$5.83M 0.11%
271,340
-37,800
236
$5.75M 0.11%
93,301
-7,640
237
$5.71M 0.11%
81,239
-23,431
238
$5.69M 0.11%
641,248
+177,610
239
$5.68M 0.11%
38,473
+4,209
240
$5.62M 0.11%
47,546
-8,260
241
$5.58M 0.11%
359,254
+299,854
242
$5.55M 0.11%
111,718
-43,861
243
$5.54M 0.11%
60,450
+54,900
244
$5.52M 0.11%
409,011
-12,000
245
$5.49M 0.11%
258,730
+112,264
246
$5.44M 0.11%
145,860
-57,640
247
$5.33M 0.1%
69,748
+4,400
248
$5.32M 0.1%
149,168
+12,380
249
$5.29M 0.1%
98,840
-5,865
250
$5.24M 0.1%
335,689
+7,289
8 9
10
11 12