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
451
$1.76M 0.04%
6,075
+30
452
$1.76M 0.04%
18,060
-92,987
453
$1.76M 0.04%
119,100
+81,000
454
$1.74M 0.04%
24,870
+390
455
$1.74M 0.04%
53,270
-253,561
456
$1.72M 0.04%
47,910
-720
457
$1.71M 0.04%
61,552
+110
458
$1.71M 0.04%
600,283
-127,500
459
$1.7M 0.04%
109,341
-19,300
460
$1.69M 0.04%
15,940
+5,370
461
$1.69M 0.04%
33,640
-15,520
462
$1.67M 0.03%
+20,920
463
$1.67M 0.03%
38,990
+21,540
464
$1.66M 0.03%
35,790
465
$1.66M 0.03%
284,805
-7,500
466
$1.65M 0.03%
438,849
-17,529
467
$1.64M 0.03%
58,607
-132,300
468
$1.64M 0.03%
51,970
+12,640
469
$1.63M 0.03%
92,977
470
$1.62M 0.03%
120,730
+3,000
471
$1.61M 0.03%
40,136
-40,828
472
$1.6M 0.03%
524
-266
473
$1.6M 0.03%
60,819
-5,020
474
$1.6M 0.03%
41,878
475
$1.58M 0.03%
42,360
+14,970
17 18
19
20 21