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
476
$1.11M 0.02%
19,280
+7,000
477
$1.11M 0.02%
258,265
+20,600
478
$1.1M 0.02%
42,952
-208,871
479
$1.09M 0.02%
+27,400
480
$1.09M 0.02%
18,860
+9,610
481
$1.05M 0.02%
112,001
-61,500
482
$1.04M 0.02%
+46,060
483
$1.03M 0.02%
27,892
484
$1.03M 0.02%
82,510
-52,710
485
$1.02M 0.02%
89,845
-11,470
486
$1.01M 0.02%
39,938
487
$1.01M 0.02%
5,082
-51,772
488
$1M 0.02%
27,854
489
$1M 0.02%
113,261
-59,914
490
$1M 0.02%
+56,200
491
$1M 0.02%
10,650
-26,530
492
$998K 0.02%
+8,068
493
$994K 0.02%
+30,740
494
$983K 0.02%
59,700
-356,853
495
$976K 0.02%
47,274
-3,231
496
$975K 0.02%
14,660
-3,350
497
$966K 0.02%
49,792
+15,447
498
$965K 0.02%
26,703
-2,880
499
$958K 0.02%
+15,590
500
$936K 0.02%
48,366
-5,032
18 19
20
21 22