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
401
$2.38M 0.05%
31,980
-740
402
$2.37M 0.05%
35,836
+4,128
403
$2.36M 0.05%
149,754
+3,530
404
$2.36M 0.05%
70,593
405
$2.35M 0.05%
131,989
-8,800
406
$2.35M 0.05%
27,660
+7,070
407
$2.35M 0.05%
40,610
-39,778
408
$2.32M 0.05%
+333,800
409
$2.32M 0.05%
36,010
-1,500
410
$2.32M 0.05%
41,530
-7,200
411
$2.3M 0.04%
57,811
-12,894
412
$2.3M 0.04%
114,000
+31,800
413
$2.3M 0.04%
134,414
-9,600
414
$2.27M 0.04%
198,100
-85,740
415
$2.25M 0.04%
29,240
-22,870
416
$2.25M 0.04%
41,520
+1,770
417
$2.24M 0.04%
73,846
+21,820
418
$2.24M 0.04%
355,925
-51,580
419
$2.23M 0.04%
55,707
+41,127
420
$2.23M 0.04%
603,840
+328,634
421
$2.22M 0.04%
+259,505
422
$2.22M 0.04%
79,452
+8,330
423
$2.21M 0.04%
94,100
-84,260
424
$2.18M 0.04%
103,775
+10,175
425
$2.18M 0.04%
51,220
+7,200
15 16
17
18 19