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
351
$2.56M 0.04%
215,298
+22,310
352
$2.54M 0.04%
105,448
-48,080
353
$2.54M 0.04%
130,628
-50,555
354
$2.54M 0.04%
41,930
+34,431
355
$2.51M 0.04%
+45,650
356
$2.5M 0.04%
9,416
-800
357
$2.49M 0.04%
37,530
-49,540
358
$2.47M 0.04%
127,367
-34,460
359
$2.46M 0.04%
44,655
-50,415
360
$2.45M 0.04%
+10,649
361
$2.43M 0.04%
109,750
+98,300
362
$2.42M 0.04%
303,805
+11,000
363
$2.41M 0.04%
371,645
-7,740
364
$2.4M 0.04%
21,428
+842
365
$2.38M 0.04%
87,780
-43,720
366
$2.38M 0.04%
+60,390
367
$2.35M 0.04%
+48,400
368
$2.32M 0.04%
41,840
-434,726
369
$2.29M 0.04%
+33,500
370
$2.25M 0.04%
72,308
+3,608
371
$2.25M 0.04%
+31,850
372
$2.24M 0.04%
+38,890
373
$2.21M 0.04%
92,598
-47,652
374
$2.2M 0.04%
60,883
+4,470
375
$2.19M 0.04%
96,976
-39,240
13 14
15
16 17