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
426
$2.02M 0.04%
135,210
-26,900
427
$2.02M 0.04%
143,463
-16,300
428
$2.01M 0.04%
7,268
-67
429
$2M 0.04%
+106,691
430
$1.99M 0.04%
+55,040
431
$1.94M 0.04%
51,210
+1,720
432
$1.93M 0.04%
55,798
-45,660
433
$1.93M 0.04%
59,920
-3,040
434
$1.91M 0.04%
+38,291
435
$1.9M 0.04%
478,346
+60,000
436
$1.89M 0.04%
65,150
+17,850
437
$1.89M 0.04%
+24,900
438
$1.87M 0.04%
+26,900
439
$1.86M 0.04%
398,874
-95,653
440
$1.86M 0.04%
+73,200
441
$1.84M 0.04%
27,171
-290
442
$1.82M 0.04%
27,150
-104,262
443
$1.82M 0.04%
+77,210
444
$1.82M 0.04%
+67,490
445
$1.8M 0.04%
50,470
+6,360
446
$1.79M 0.04%
62,050
-420
447
$1.78M 0.04%
123,128
-139,060
448
$1.78M 0.04%
57,970
+35,900
449
$1.77M 0.04%
41,550
-700
450
$1.77M 0.04%
58,670
-2,050
16 17
18
19 20