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
501
$934K 0.02%
43,487
-1,700
502
$932K 0.02%
52,592
-85,753
503
$926K 0.02%
282,328
-256,900
504
$921K 0.02%
78,233
-200
505
$916K 0.02%
32,610
-700
506
$899K 0.02%
37,962
+1,600
507
$899K 0.02%
+65,014
508
$888K 0.01%
60,886
-51,477
509
$887K 0.01%
+11,700
510
$884K 0.01%
+49,360
511
$882K 0.01%
21,639
-11,520
512
$871K 0.01%
11,750
-14,100
513
$870K 0.01%
8,874
-10,516
514
$862K 0.01%
15,630
-670
515
$860K 0.01%
58,460
-1,040
516
$851K 0.01%
33,510
+2,200
517
$850K 0.01%
123,550
+8,700
518
$849K 0.01%
+37,240
519
$848K 0.01%
22,990
-510
520
$845K 0.01%
+7,170
521
$845K 0.01%
14,035
+6,706
522
$843K 0.01%
+56,240
523
$829K 0.01%
30,430
+1,000
524
$825K 0.01%
34,252
+532
525
$824K 0.01%
65,705
+16,616
19 20
21
22 23