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
351
$2.95M 0.06%
20,724
-189,159
352
$2.91M 0.06%
93,158
+75,008
353
$2.9M 0.06%
32,821
+9,271
354
$2.89M 0.06%
98,200
+16,730
355
$2.88M 0.06%
170,196
+31,980
356
$2.88M 0.06%
231,850
+89,650
357
$2.87M 0.06%
34,337
-170
358
$2.86M 0.06%
+44,447
359
$2.84M 0.06%
97,554
+12,551
360
$2.84M 0.06%
115,197
+3,430
361
$2.84M 0.06%
25,534
+7,664
362
$2.83M 0.06%
130,450
-126,174
363
$2.83M 0.05%
+73,501
364
$2.82M 0.05%
34,850
-270
365
$2.8M 0.05%
200,550
+2,070
366
$2.79M 0.05%
563,856
-77,900
367
$2.77M 0.05%
157,230
+23,180
368
$2.75M 0.05%
55,216
+17,216
369
$2.74M 0.05%
81,110
+49,070
370
$2.74M 0.05%
138,090
-30,100
371
$2.73M 0.05%
84,163
-3,490
372
$2.69M 0.05%
673,517
+82,710
373
$2.67M 0.05%
+53,910
374
$2.66M 0.05%
212,115
-59,205
375
$2.64M 0.05%
31,555
-1,950
13 14
15
16 17