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
326
$3.24M 0.06%
147,400
-3,500
327
$3.23M 0.06%
156,971
+43,537
328
$3.22M 0.06%
31,620
-13,400
329
$3.2M 0.06%
110,512
-60,026
330
$3.18M 0.06%
24,806
+7,290
331
$3.18M 0.06%
352,912
-20,300
332
$3.17M 0.06%
25,180
-7,830
333
$3.15M 0.06%
105,300
+7,300
334
$3.13M 0.06%
+130,140
335
$3.12M 0.06%
234,658
+400
336
$3.11M 0.06%
+193,778
337
$3.1M 0.06%
236,496
-79,100
338
$3.08M 0.06%
407,740
+92,340
339
$3.08M 0.06%
78,360
-33,960
340
$3.07M 0.06%
39,792
+3,832
341
$3.05M 0.06%
32,090
+120
342
$3.02M 0.06%
63,790
343
$3.02M 0.06%
45,910
+9,310
344
$3.02M 0.06%
802,535
-36,920
345
$3M 0.06%
69,350
+16,840
346
$3M 0.06%
46,550
+35,180
347
$2.97M 0.06%
+54,600
348
$2.97M 0.06%
81,052
+66,942
349
$2.97M 0.06%
225,401
-2,220
350
$2.95M 0.06%
3,441
-2,098
12 13
14
15 16