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
351
$2.99M 0.06%
79,230
-1,990
352
$2.98M 0.06%
177,600
+4,225
353
$2.97M 0.06%
55,690
+18,400
354
$2.94M 0.06%
241,983
-4,200
355
$2.92M 0.06%
861,227
-95,303
356
$2.89M 0.06%
44,670
+26,160
357
$2.87M 0.06%
77,417
+47,307
358
$2.86M 0.06%
35,130
+26,020
359
$2.85M 0.06%
+43,624
360
$2.84M 0.06%
11,641
-1,721
361
$2.79M 0.06%
41,960
+10,360
362
$2.75M 0.06%
6,710
+2,034
363
$2.74M 0.06%
184,631
+64,981
364
$2.74M 0.06%
32,410
+3,900
365
$2.73M 0.06%
110,880
+20,570
366
$2.72M 0.06%
67,568
+9,177
367
$2.7M 0.06%
95,915
+37,782
368
$2.7M 0.06%
84,830
-15,470
369
$2.65M 0.05%
128,780
+54,470
370
$2.63M 0.05%
90,328
+9,690
371
$2.63M 0.05%
836,862
-427,817
372
$2.63M 0.05%
114,700
+81,300
373
$2.6M 0.05%
88,710
+60,730
374
$2.6M 0.05%
204,158
-26,795
375
$2.58M 0.05%
65,115
+29,425
13 14
15
16 17