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
301
$3.67M 0.08%
4,225
+3,844
302
$3.65M 0.08%
66,437
+1,790
303
$3.64M 0.08%
65,390
+51,390
304
$3.61M 0.07%
103,041
+51,091
305
$3.58M 0.07%
56,510
-157,966
306
$3.58M 0.07%
+32,800
307
$3.57M 0.07%
316,587
+55,540
308
$3.57M 0.07%
180,506
-304,668
309
$3.56M 0.07%
42,040
+600
310
$3.55M 0.07%
91,480
-118,550
311
$3.51M 0.07%
44,385
+6,420
312
$3.48M 0.07%
72,343
-600
313
$3.48M 0.07%
+136,090
314
$3.47M 0.07%
285,909
+133,970
315
$3.47M 0.07%
7,080
-14,885
316
$3.46M 0.07%
23,912
+14,720
317
$3.46M 0.07%
143,340
-1,070
318
$3.46M 0.07%
349,147
-55,247
319
$3.44M 0.07%
+24,357
320
$3.43M 0.07%
+71,630
321
$3.42M 0.07%
140,700
+42,840
322
$3.42M 0.07%
+18,490
323
$3.42M 0.07%
287,510
+133,910
324
$3.38M 0.07%
32,210
-21,400
325
$3.36M 0.07%
41,080
-20,920
11 12
13
14 15