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
26
$27.3M 0.57%
482,424
-19,060
27
$27.3M 0.57%
344,407
-7,270
28
$27.2M 0.56%
5,285,673
-208,300
29
$27.1M 0.56%
1,321,350
+464,500
30
$26.5M 0.55%
463,858
+23,170
31
$26.3M 0.54%
619,470
+537,670
32
$26.2M 0.54%
468,498
-447,117
33
$26M 0.54%
14,587
+1,411
34
$26M 0.54%
1,299,398
+411,840
35
$25.5M 0.53%
272,029
+40,410
36
$25.2M 0.52%
758,439
-48,645
37
$25.2M 0.52%
694,661
-194,920
38
$24.8M 0.51%
433,640
-73,290
39
$24.7M 0.51%
691,876
+70,873
40
$24.2M 0.5%
447,917
-231,957
41
$24.1M 0.5%
108,508
-23,458
42
$24M 0.5%
317,118
+21,680
43
$23.6M 0.49%
833,900
+24,360
44
$23.2M 0.48%
651,372
+134,960
45
$23.1M 0.48%
169,981
+200
46
$22.8M 0.47%
+94,473
47
$22.7M 0.47%
384,429
+4,820
48
$22.5M 0.47%
914,377
-277,722
49
$22.4M 0.46%
611,080
+52,580
50
$22.4M 0.46%
919,810
-253,190
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