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
376
$2.19M 0.04%
19,733
-57,457
377
$2.18M 0.04%
+23,100
378
$2.17M 0.04%
39,658
-17,120
379
$2.12M 0.04%
172
+159
380
$2.12M 0.04%
89,685
-9,371
381
$2.11M 0.04%
71,718
-630,302
382
$2.09M 0.04%
14,794
-31,714
383
$2.06M 0.03%
48,004
-85,417
384
$2.05M 0.03%
55,700
-52,370
385
$2.03M 0.03%
+116,550
386
$2.02M 0.03%
+26,160
387
$2.01M 0.03%
56,520
388
$2M 0.03%
160,866
-168,834
389
$1.97M 0.03%
29,670
-50
390
$1.93M 0.03%
95,602
-19,500
391
$1.93M 0.03%
182,411
+141,614
392
$1.92M 0.03%
+58,920
393
$1.92M 0.03%
117,340
-150,581
394
$1.92M 0.03%
51,660
-72,609
395
$1.91M 0.03%
79,500
-57,220
396
$1.88M 0.03%
105,649
-69,994
397
$1.86M 0.03%
+34,000
398
$1.86M 0.03%
+31,124
399
$1.86M 0.03%
+50,910
400
$1.85M 0.03%
+61,400
14 15
16
17 18