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
276
$4.18M 0.09%
161,035
-50,291
277
$4.15M 0.09%
+107,500
278
$4.15M 0.09%
51,716
-35,700
279
$4.14M 0.09%
85,984
-620
280
$4.1M 0.09%
28,220
+17,300
281
$4.08M 0.08%
+124,340
282
$4.05M 0.08%
124,431
-41,000
283
$4.04M 0.08%
+47,710
284
$4M 0.08%
77,785
-9,020
285
$4M 0.08%
424,237
-152,800
286
$4M 0.08%
89,210
-2,440
287
$3.98M 0.08%
65,906
-1,240
288
$3.97M 0.08%
30,200
-48,007
289
$3.96M 0.08%
62,570
-8,230
290
$3.94M 0.08%
289,569
+22,200
291
$3.9M 0.08%
37,710
+7,110
292
$3.89M 0.08%
534,663
+253,757
293
$3.86M 0.08%
+97,160
294
$3.83M 0.08%
42,340
-3,979
295
$3.83M 0.08%
110,540
+102,530
296
$3.82M 0.08%
41,100
+90
297
$3.75M 0.08%
163,161
+3,300
298
$3.7M 0.08%
155,490
+5,620
299
$3.68M 0.08%
174,113
-400
300
$3.67M 0.08%
151,422
-23,300
10 11
12
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