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
451
$1.33M 0.02%
33,350
+16,200
452
$1.33M 0.02%
40,400
-9,400
453
$1.33M 0.02%
+52,557
454
$1.32M 0.02%
+43,220
455
$1.3M 0.02%
29,105
-15,200
456
$1.3M 0.02%
12,283
+5,061
457
$1.29M 0.02%
+77,867
458
$1.29M 0.02%
+1,887
459
$1.28M 0.02%
+39,760
460
$1.24M 0.02%
+43,803
461
$1.23M 0.02%
6,640
+1,075
462
$1.22M 0.02%
86,700
-72,960
463
$1.22M 0.02%
+70,750
464
$1.22M 0.02%
20,236
-32,870
465
$1.21M 0.02%
1,073
-82
466
$1.21M 0.02%
+121,340
467
$1.21M 0.02%
20,500
-246,560
468
$1.2M 0.02%
10,160
-2,490
469
$1.2M 0.02%
249,765
-21,500
470
$1.19M 0.02%
126,551
-18,666
471
$1.17M 0.02%
58,010
+1,700
472
$1.17M 0.02%
41,302
-529,666
473
$1.15M 0.02%
38,560
+19,670
474
$1.15M 0.02%
18,895
-137,705
475
$1.13M 0.02%
30,400
17 18
19
20 21