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
376
$2.64M 0.05%
22,565
+9,879
377
$2.62M 0.05%
55,512
-3,800
378
$2.61M 0.05%
63,660
-11,400
379
$2.6M 0.05%
72,700
+11,030
380
$2.58M 0.05%
+164,600
381
$2.58M 0.05%
337,024
-13,610
382
$2.57M 0.05%
63,810
+20,260
383
$2.57M 0.05%
21,650
-85,500
384
$2.56M 0.05%
94,820
-80,320
385
$2.55M 0.05%
67,290
+31,070
386
$2.55M 0.05%
12,768
+1,758
387
$2.54M 0.05%
95,990
+81,060
388
$2.52M 0.05%
15,010
+970
389
$2.52M 0.05%
118,270
-5,630
390
$2.51M 0.05%
105,398
-18,080
391
$2.5M 0.05%
487,607
-10,203
392
$2.49M 0.05%
75,091
-1,409
393
$2.43M 0.05%
48,050
+34,340
394
$2.43M 0.05%
56,313
-4,650
395
$2.43M 0.05%
122,901
+99,208
396
$2.43M 0.05%
60,300
-430
397
$2.43M 0.05%
180,603
-14,680
398
$2.42M 0.05%
119,941
+7,260
399
$2.42M 0.05%
78,379
+4,940
400
$2.4M 0.05%
86,485
+10,969
14 15
16
17 18