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
551
$730K 0.01%
15,300
-23,406
552
$727K 0.01%
26,900
553
$718K 0.01%
7,321
-2,184
554
$713K 0.01%
97,200
+59,800
555
$712K 0.01%
+11,730
556
$712K 0.01%
46,163
-14,810
557
$709K 0.01%
66,650
-117,065
558
$707K 0.01%
42,129
-5,300
559
$703K 0.01%
+19,670
560
$674K 0.01%
+31,800
561
$665K 0.01%
+44,081
562
$663K 0.01%
+27,360
563
$662K 0.01%
+22,340
564
$653K 0.01%
25,840
-75,320
565
$649K 0.01%
44,585
-62,316
566
$649K 0.01%
70,299
+500
567
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568
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569
$643K 0.01%
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570
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18,781
-32,456
571
$637K 0.01%
68,996
-11,997
572
$628K 0.01%
211,400
+39,900
573
$626K 0.01%
11,220
-2,480
574
$621K 0.01%
44,055
+5,978
575
$616K 0.01%
19,698
+1,548
21 22
23
24 25