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
401
$2.26M 0.05%
23,725
-7,230
402
$2.25M 0.05%
26,757
-1,010
403
$2.25M 0.05%
52,350
-2,210
404
$2.24M 0.05%
+43,461
405
$2.23M 0.05%
27,674
+16,716
406
$2.23M 0.05%
143,730
-1,219,843
407
$2.22M 0.05%
71,312
+63,922
408
$2.22M 0.05%
90,980
+83,670
409
$2.21M 0.05%
76,372
-15,550
410
$2.19M 0.05%
109,164
-64,392
411
$2.19M 0.05%
+46,510
412
$2.18M 0.05%
47,310
+2,620
413
$2.17M 0.04%
178,486
+35,400
414
$2.16M 0.04%
51,106
-1,180
415
$2.15M 0.04%
+72,200
416
$2.15M 0.04%
219,044
-38,400
417
$2.14M 0.04%
116,198
+11,890
418
$2.14M 0.04%
50,338
+14,950
419
$2.13M 0.04%
87,883
+74,033
420
$2.13M 0.04%
47,295
+7,335
421
$2.09M 0.04%
+117,320
422
$2.06M 0.04%
138,673
-2,700
423
$2.05M 0.04%
+13,548
424
$2.04M 0.04%
322,314
+15,814
425
$2.03M 0.04%
17,030
+14,620
15 16
17
18 19