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
251
$4.71M 0.1%
99,085
+56,020
252
$4.66M 0.1%
55,249
-963
253
$4.66M 0.1%
44,738
-1,386
254
$4.61M 0.1%
146,210
-2,060
255
$4.43M 0.09%
+99,910
256
$4.42M 0.09%
54,910
+30,940
257
$4.41M 0.09%
235,017
+2,300
258
$4.41M 0.09%
81,300
+58,300
259
$4.39M 0.09%
52,040
+37,010
260
$4.39M 0.09%
90,550
+76,860
261
$4.39M 0.09%
184,500
+14,990
262
$4.38M 0.09%
33,218
-924
263
$4.33M 0.09%
110,640
+33,560
264
$4.31M 0.09%
302,552
-25,600
265
$4.29M 0.09%
5,017
+3,687
266
$4.27M 0.09%
631,467
-136,349
267
$4.26M 0.09%
182,718
-33,200
268
$4.25M 0.09%
69,582
+4,830
269
$4.23M 0.09%
333,300
-463,177
270
$4.22M 0.09%
214,190
+92,030
271
$4.22M 0.09%
112,970
272
$4.22M 0.09%
141,376
-81,710
273
$4.22M 0.09%
157,320
+100,240
274
$4.21M 0.09%
484,010
+41,500
275
$4.2M 0.09%
70,578
+18,260
9 10
11
12 13