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
501
$1.38M 0.03%
5,080
-2,920
502
$1.38M 0.03%
47,500
-66,963
503
$1.37M 0.03%
106,917
+12,077
504
$1.36M 0.03%
192,836
+9,400
505
$1.36M 0.03%
+98,430
506
$1.36M 0.03%
82,354
-3,200
507
$1.35M 0.03%
158,680
-173,300
508
$1.35M 0.03%
26,563
-126,206
509
$1.33M 0.03%
10,426
+8,240
510
$1.32M 0.03%
55,227
-552,489
511
$1.32M 0.03%
111,030
-6,400
512
$1.32M 0.03%
+16,900
513
$1.31M 0.03%
+122,666
514
$1.31M 0.03%
31,844
+25,799
515
$1.3M 0.03%
77,530
+11,000
516
$1.3M 0.03%
34,791
-6,230
517
$1.3M 0.03%
28,590
-7,000
518
$1.29M 0.03%
124,585
+1,300
519
$1.29M 0.03%
45,215
-3,840
520
$1.29M 0.03%
102,977
+31,657
521
$1.27M 0.03%
77,051
+26,651
522
$1.27M 0.03%
111,393
+19,293
523
$1.27M 0.03%
8,919
-2,297
524
$1.27M 0.03%
+98,770
525
$1.26M 0.03%
11,200
-26,070
19 20
21
22 23