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
526
$1.26M 0.03%
65,830
-3,700
527
$1.24M 0.03%
247,179
+22,400
528
$1.24M 0.03%
+40,657
529
$1.24M 0.03%
+20,830
530
$1.22M 0.03%
350,367
+10,400
531
$1.22M 0.03%
71,405
-13,853
532
$1.21M 0.03%
+70,500
533
$1.21M 0.03%
9,330
+7,220
534
$1.21M 0.03%
31,964
535
$1.2M 0.02%
55,080
-20,293
536
$1.19M 0.02%
135,308
+47,430
537
$1.19M 0.02%
224,922
+66,939
538
$1.19M 0.02%
+30,250
539
$1.18M 0.02%
+96,400
540
$1.18M 0.02%
62,260
+27,000
541
$1.18M 0.02%
+18,350
542
$1.18M 0.02%
+45,200
543
$1.18M 0.02%
58,100
-18,352
544
$1.17M 0.02%
+57,700
545
$1.16M 0.02%
8,120
-4,920
546
$1.16M 0.02%
46,180
+18,980
547
$1.16M 0.02%
+82,510
548
$1.16M 0.02%
96,484
+37,670
549
$1.16M 0.02%
134,000
+13,200
550
$1.15M 0.02%
110,000
-99,600
20 21
22
23 24