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
526
$818K 0.01%
37,026
-2,000
527
$817K 0.01%
37,503
-400
528
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100,102
+10,498
529
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530
$806K 0.01%
29,808
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531
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532
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533
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534
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13,160
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535
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536
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537
$786K 0.01%
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538
$776K 0.01%
194,085
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$770K 0.01%
114,951
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540
$769K 0.01%
32,851
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541
$764K 0.01%
62,180
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$764K 0.01%
53,909
543
$756K 0.01%
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544
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545
$750K 0.01%
1,774
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546
$748K 0.01%
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547
$748K 0.01%
+31,940
548
$745K 0.01%
+37,468
549
$735K 0.01%
276,268
-167,667
550
$734K 0.01%
23,719
+8,319
20 21
22
23 24