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
251
$5.21M 0.1%
341,994
+89,794
252
$5.13M 0.1%
118,101
+19,891
253
$5.12M 0.1%
146,660
+32,540
254
$5.1M 0.1%
95,308
-93,615
255
$5.09M 0.1%
250,724
+128,459
256
$5.04M 0.1%
48,190
-14,095
257
$4.86M 0.09%
119,576
+39,426
258
$4.78M 0.09%
190,130
+59,570
259
$4.76M 0.09%
61,300
+4,750
260
$4.74M 0.09%
142,250
+90,476
261
$4.71M 0.09%
369,180
+28,300
262
$4.71M 0.09%
+274,956
263
$4.62M 0.09%
117,167
-190
264
$4.6M 0.09%
104,880
+8,480
265
$4.58M 0.09%
247,530
-45,900
266
$4.54M 0.09%
14,496
-14,583
267
$4.5M 0.09%
80,546
+54,732
268
$4.49M 0.09%
158,241
-3,530
269
$4.43M 0.09%
110,755
+16,490
270
$4.42M 0.09%
263,686
+48,566
271
$4.39M 0.09%
1,986,890
-57,300
272
$4.38M 0.09%
161,035
-9,100
273
$4.31M 0.08%
+119,648
274
$4.29M 0.08%
51,479
+17,969
275
$4.28M 0.08%
165,433
+33,361
9 10
11
12 13