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
426
$2.16M 0.04%
21,120
+10
427
$2.16M 0.04%
36,290
+12,620
428
$2.15M 0.04%
191,668
+36,600
429
$2.13M 0.04%
96,167
+17,294
430
$2.12M 0.04%
104,018
+10,100
431
$2.1M 0.04%
+93,427
432
$2.07M 0.04%
+51,580
433
$2.06M 0.04%
11,070
-210
434
$2.05M 0.04%
54,360
-900
435
$2.05M 0.04%
58,141
-12,510
436
$2.05M 0.04%
11,192
+1,610
437
$2.05M 0.04%
97,062
-7,310
438
$2.05M 0.04%
12,865
+7,925
439
$2.04M 0.04%
98,010
+47,089
440
$2.02M 0.04%
33,071
-200
441
$2.02M 0.04%
40,974
-7,520
442
$2.02M 0.04%
91,026
+20,050
443
$2.01M 0.04%
60,550
+3,050
444
$2M 0.04%
40,900
445
$1.99M 0.04%
146,187
-30,735
446
$1.97M 0.04%
20,954
-10,845
447
$1.96M 0.04%
42,590
+3,340
448
$1.93M 0.04%
+3,088
449
$1.93M 0.04%
13,410
+9,950
450
$1.93M 0.04%
+109,730
16 17
18
19 20