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
376
$2.57M 0.05%
24,278
+14,878
377
$2.56M 0.05%
+56,770
378
$2.56M 0.05%
65,072
+59,372
379
$2.55M 0.05%
164,438
+85,607
380
$2.52M 0.05%
391,161
-5,100
381
$2.51M 0.05%
66,473
+370
382
$2.51M 0.05%
390,807
-16,500
383
$2.51M 0.05%
+314,849
384
$2.49M 0.05%
+19,760
385
$2.45M 0.05%
+58,802
386
$2.45M 0.05%
79,200
+45,690
387
$2.43M 0.05%
178,108
+134,450
388
$2.37M 0.05%
39,835
389
$2.36M 0.05%
+10,230
390
$2.35M 0.05%
115,376
+33,000
391
$2.34M 0.05%
65,935
+45,735
392
$2.34M 0.05%
349,336
+3,000
393
$2.33M 0.05%
337,813
-11,800
394
$2.33M 0.05%
+73,675
395
$2.32M 0.05%
19,784
+5,327
396
$2.31M 0.05%
+94,796
397
$2.29M 0.05%
43,840
-5,910
398
$2.29M 0.05%
+56,007
399
$2.29M 0.05%
32,290
+15,730
400
$2.28M 0.05%
10,898
-18,297
14 15
16
17 18