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
451
$1.92M 0.04%
85,314
-19,536
452
$1.92M 0.04%
50,734
+44,184
453
$1.89M 0.04%
118,968
+24,670
454
$1.89M 0.04%
55,780
-16,430
455
$1.88M 0.04%
147,400
-88,800
456
$1.88M 0.04%
260,967
+50,180
457
$1.86M 0.04%
93,670
+21,950
458
$1.86M 0.04%
8,220
-34,401
459
$1.86M 0.04%
22,161
-152,899
460
$1.86M 0.04%
34,508
-2,800
461
$1.85M 0.04%
25,855
462
$1.85M 0.04%
85,300
-500
463
$1.85M 0.04%
99,135
-14,200
464
$1.84M 0.04%
+38,380
465
$1.83M 0.04%
85,406
+32,350
466
$1.82M 0.04%
25,530
+18,970
467
$1.82M 0.04%
+18,510
468
$1.81M 0.04%
465,335
+49,800
469
$1.79M 0.03%
83,220
+12,720
470
$1.79M 0.03%
7,834
-42,964
471
$1.79M 0.03%
71,260
-6,200
472
$1.78M 0.03%
90,987
-5,900
473
$1.77M 0.03%
22,840
-31,417
474
$1.76M 0.03%
54,610
475
$1.75M 0.03%
88,816
+12,120
17 18
19
20 21