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
476
$1.58M 0.03%
25,480
+6,230
477
$1.57M 0.03%
+39,150
478
$1.57M 0.03%
65,365
+48,045
479
$1.57M 0.03%
+36,390
480
$1.56M 0.03%
237,901
+186,361
481
$1.53M 0.03%
263,484
-157,300
482
$1.49M 0.03%
31,308
+1,610
483
$1.49M 0.03%
675,143
+328,200
484
$1.48M 0.03%
94,560
+12,100
485
$1.47M 0.03%
41,540
-370
486
$1.47M 0.03%
+31,560
487
$1.47M 0.03%
65,952
-5,302
488
$1.47M 0.03%
43,080
+7,700
489
$1.45M 0.03%
53,817
-29,140
490
$1.45M 0.03%
+237,700
491
$1.44M 0.03%
28,180
-4,530
492
$1.43M 0.03%
267,833
+148,333
493
$1.42M 0.03%
31,418
-5,340
494
$1.42M 0.03%
+213,100
495
$1.42M 0.03%
66,138
-54,756
496
$1.41M 0.03%
46,188
+12,200
497
$1.41M 0.03%
199,600
-320,634
498
$1.41M 0.03%
40,390
-25,830
499
$1.39M 0.03%
25,061
-138,530
500
$1.39M 0.03%
+33,190
18 19
20
21 22