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
426
$1.62M 0.03%
61,525
-9,785
427
$1.61M 0.03%
239,202
-64,100
428
$1.61M 0.03%
+85,726
429
$1.59M 0.03%
96,969
+47,469
430
$1.58M 0.03%
160,544
-240
431
$1.58M 0.03%
48,700
-150
432
$1.58M 0.03%
51,364
-9,750
433
$1.56M 0.03%
58,799
-17,743
434
$1.55M 0.03%
35,320
-67,602
435
$1.55M 0.03%
50,870
436
$1.54M 0.03%
+44,860
437
$1.51M 0.03%
+23,690
438
$1.47M 0.02%
10,642
+1,870
439
$1.47M 0.02%
+52,670
440
$1.45M 0.02%
+46,010
441
$1.45M 0.02%
39,910
+31,110
442
$1.43M 0.02%
40,390
-1,610
443
$1.42M 0.02%
+84,700
444
$1.42M 0.02%
23,070
-7,300
445
$1.37M 0.02%
11,560
446
$1.36M 0.02%
18,983
-4,390
447
$1.35M 0.02%
34,506
+1,100
448
$1.35M 0.02%
54,360
-1,100
449
$1.33M 0.02%
+29,250
450
$1.33M 0.02%
51,755
-200,557
16 17
18
19 20