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
276
$3.97M 0.07%
935,873
-590,786
277
$3.95M 0.07%
+42,190
278
$3.91M 0.07%
+118,680
279
$3.82M 0.06%
+30,229
280
$3.79M 0.06%
396,527
-84,600
281
$3.73M 0.06%
84,000
-48,160
282
$3.73M 0.06%
78,298
+12,000
283
$3.69M 0.06%
+145,819
284
$3.63M 0.06%
173,839
+121,539
285
$3.62M 0.06%
28,125
-2,320
286
$3.61M 0.06%
37,275
-18,885
287
$3.59M 0.06%
54,080
+32,069
288
$3.58M 0.06%
+181,180
289
$3.55M 0.06%
199,890
+140,880
290
$3.55M 0.06%
118,750
+36,190
291
$3.53M 0.06%
159,341
-6,340
292
$3.51M 0.06%
162,989
-22,390
293
$3.5M 0.06%
+161,912
294
$3.48M 0.06%
91,990
-710,415
295
$3.46M 0.06%
85,209
+66,837
296
$3.45M 0.06%
131,397
-4,870
297
$3.44M 0.06%
134,200
-194,680
298
$3.44M 0.06%
85,232
-111,146
299
$3.39M 0.06%
152,681
-115,260
300
$3.39M 0.06%
+348,000
10 11
12
13 14