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
476
$1.74M 0.03%
42,249
+1,940
477
$1.73M 0.03%
+21,470
478
$1.73M 0.03%
380,385
+37,480
479
$1.72M 0.03%
737,340
+9,500
480
$1.71M 0.03%
64,858
+15,040
481
$1.71M 0.03%
85,220
-655,790
482
$1.71M 0.03%
+7,262
483
$1.69M 0.03%
24,250
484
$1.68M 0.03%
31,630
-225,338
485
$1.67M 0.03%
152,582
+28,910
486
$1.67M 0.03%
22,900
-150
487
$1.67M 0.03%
37,313
-476
488
$1.66M 0.03%
251
+27
489
$1.66M 0.03%
5,080
490
$1.65M 0.03%
13,978
+4,768
491
$1.64M 0.03%
45,710
+3,720
492
$1.62M 0.03%
30,030
+10,460
493
$1.6M 0.03%
+41,690
494
$1.6M 0.03%
100,210
-52,938
495
$1.6M 0.03%
67,590
-5,800
496
$1.6M 0.03%
11,960
-2,650
497
$1.58M 0.03%
+65,184
498
$1.58M 0.03%
69,834
-61,114
499
$1.57M 0.03%
148,602
+87,745
500
$1.57M 0.03%
71,184
-14,030
18 19
20
21 22