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
501
$1.51M 0.03%
39,279
+32,159
502
$1.49M 0.03%
202,874
-15,400
503
$1.48M 0.03%
20,180
-26,880
504
$1.48M 0.03%
51,280
-330
505
$1.47M 0.03%
9,311
+5,760
506
$1.47M 0.03%
139,100
-37,100
507
$1.47M 0.03%
34,292
-12,220
508
$1.46M 0.03%
+19,000
509
$1.46M 0.03%
+109,240
510
$1.46M 0.03%
25,875
-21,585
511
$1.46M 0.03%
355,732
+158,970
512
$1.45M 0.03%
+31,730
513
$1.43M 0.03%
50,530
-29,240
514
$1.42M 0.03%
19,305
-78,176
515
$1.42M 0.03%
12,484
+2,843
516
$1.42M 0.03%
45,462
+8,950
517
$1.41M 0.03%
53,438
-180
518
$1.4M 0.03%
+25,350
519
$1.4M 0.03%
21,074
+17,604
520
$1.39M 0.03%
95,339
+6,400
521
$1.39M 0.03%
135,654
+16,820
522
$1.37M 0.03%
+24,900
523
$1.37M 0.03%
58,283
-2,690
524
$1.36M 0.03%
73,551
+54,161
525
$1.35M 0.03%
25,420
+15,480
19 20
21
22 23