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
526
$1.34M 0.03%
+17,300
527
$1.34M 0.03%
15,930
+6,230
528
$1.34M 0.03%
14,839
-531
529
$1.33M 0.03%
156,371
-183,615
530
$1.33M 0.03%
+19,355
531
$1.32M 0.03%
+13,200
532
$1.31M 0.03%
23,186
+4,815
533
$1.31M 0.03%
+22,820
534
$1.3M 0.03%
+62,500
535
$1.3M 0.03%
15,461
+9,491
536
$1.3M 0.03%
+32,960
537
$1.29M 0.03%
+51,476
538
$1.28M 0.02%
21,600
+14,800
539
$1.28M 0.02%
77,566
+37,666
540
$1.27M 0.02%
26,420
+6,180
541
$1.27M 0.02%
22,332
-2,500
542
$1.26M 0.02%
+15,910
543
$1.25M 0.02%
110,925
-43,580
544
$1.21M 0.02%
+67,600
545
$1.2M 0.02%
238,101
+36,850
546
$1.19M 0.02%
6,900
+310
547
$1.19M 0.02%
18,620
+430
548
$1.19M 0.02%
29,080
-3,500
549
$1.18M 0.02%
88,918
-59,859
550
$1.17M 0.02%
+16,250
20 21
22
23 24