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
26
$30.2M 0.59%
223,974
+25,264
27
$29.7M 0.58%
121,725
+10,405
28
$29.6M 0.58%
1,001,131
+8,806
29
$29.6M 0.58%
251,339
-12,631
30
$29.3M 0.57%
302,422
-77
31
$28.3M 0.55%
2,362,796
+208,266
32
$28.3M 0.55%
183,962
+19,305
33
$28.1M 0.55%
184,950
+9,096
34
$28M 0.55%
1,404,876
+4,906
35
$27.5M 0.53%
696,326
+84,406
36
$27.3M 0.53%
231,075
-14,642
37
$27.2M 0.53%
255,607
+12,768
38
$27.1M 0.53%
950,697
+55,120
39
$27.1M 0.53%
366,830
+23,189
40
$26.3M 0.51%
439,865
+34,569
41
$25.7M 0.5%
383,963
+25,499
42
$25.5M 0.5%
334,238
+8,208
43
$25.1M 0.49%
384,878
+192,375
44
$25.1M 0.49%
661,956
-88,609
45
$24.7M 0.48%
444,761
+83,472
46
$24.4M 0.47%
207,628
+4,028
47
$24.4M 0.47%
350,664
+2,725
48
$24.3M 0.47%
874,877
+30,677
49
$24.2M 0.47%
165,923
-101,209
50
$24.1M 0.47%
6,381,376
+187,510
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