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
301
$3.71M 0.07%
323,030
+75,630
302
$3.69M 0.07%
23,559
+7,709
303
$3.68M 0.07%
107,698
+7,600
304
$3.68M 0.07%
118,411
+4,490
305
$3.66M 0.07%
49,514
+17,760
306
$3.64M 0.07%
22,900
-420
307
$3.61M 0.07%
24,224
-4,486
308
$3.56M 0.07%
22,760
+17,050
309
$3.56M 0.07%
+156,997
310
$3.53M 0.07%
112,426
+2,110
311
$3.51M 0.07%
49,510
-32,160
312
$3.5M 0.07%
188,919
+20,590
313
$3.49M 0.07%
131,314
-18,950
314
$3.49M 0.07%
20,698
-9,190
315
$3.49M 0.07%
51,219
-2,421
316
$3.48M 0.07%
118,102
+32,400
317
$3.45M 0.07%
219,361
+24,250
318
$3.44M 0.07%
196,814
+2,400
319
$3.36M 0.07%
176,391
-4,600
320
$3.36M 0.07%
346,119
+260,247
321
$3.31M 0.06%
98,519
-6,500
322
$3.31M 0.06%
153,211
-20,671
323
$3.29M 0.06%
71,405
+2,780
324
$3.25M 0.06%
60,032
-23,930
325
$3.25M 0.06%
87,351
-11,050
11 12
13
14 15