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
301
$3.38M 0.06%
+84,340
302
$3.38M 0.06%
71,819
+41,159
303
$3.36M 0.06%
53,629
-22,071
304
$3.31M 0.06%
+54,453
305
$3.27M 0.05%
78,006
-134,668
306
$3.26M 0.05%
+120,200
307
$3.25M 0.05%
70,151
-230
308
$3.23M 0.05%
246,470
-160,000
309
$3.22M 0.05%
40,768
-50,661
310
$3.21M 0.05%
66,650
+10,850
311
$3.18M 0.05%
61,846
-103,743
312
$3.1M 0.05%
466,153
-292,195
313
$3.1M 0.05%
+129,835
314
$3.09M 0.05%
39,290
+28,710
315
$3.04M 0.05%
198,031
-47,149
316
$3.04M 0.05%
+368,900
317
$3.02M 0.05%
141,803
-19,440
318
$3M 0.05%
+127,476
319
$2.98M 0.05%
298,108
-41,400
320
$2.97M 0.05%
+36,350
321
$2.91M 0.05%
18,128
+1,723
322
$2.89M 0.05%
32,154
-127,730
323
$2.89M 0.05%
82,924
+69,550
324
$2.89M 0.05%
94,530
-132,870
325
$2.86M 0.05%
38,280
+6,000
11 12
13
14 15