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
326
$3.35M 0.07%
+101,076
327
$3.34M 0.07%
363,600
+90,300
328
$3.33M 0.07%
183,300
+165,320
329
$3.32M 0.07%
70,920
-28,128
330
$3.28M 0.07%
148,420
+200
331
$3.28M 0.07%
175,030
-718,204
332
$3.27M 0.07%
32,476
-8,789
333
$3.25M 0.07%
137,830
+15,150
334
$3.25M 0.07%
268,758
-22,730
335
$3.23M 0.07%
335,799
-22,940
336
$3.22M 0.07%
146,050
-262,400
337
$3.19M 0.07%
653,387
-13,000
338
$3.19M 0.07%
+136,900
339
$3.17M 0.07%
21,614
+11,026
340
$3.17M 0.07%
94,835
-559,403
341
$3.15M 0.07%
+38,200
342
$3.14M 0.07%
58,530
-2,500
343
$3.07M 0.06%
170,759
-98,838
344
$3.05M 0.06%
83,678
-8,384
345
$3.05M 0.06%
44,371
-1,700
346
$3.04M 0.06%
227,904
-43,300
347
$3M 0.06%
+1,079
348
$3M 0.06%
52,560
-12,060
349
$3M 0.06%
388,466
+10,600
350
$2.99M 0.06%
+339,000
12 13
14
15 16