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
551
$1.15M 0.02%
28,220
552
$1.15M 0.02%
14,430
+8,030
553
$1.14M 0.02%
17,148
-1,885
554
$1.13M 0.02%
+43,372
555
$1.13M 0.02%
2,769
+412
556
$1.13M 0.02%
57,981
-57,209
557
$1.12M 0.02%
43,403
-5,500
558
$1.12M 0.02%
142,152
-17,500
559
$1.12M 0.02%
279,135
-89,862
560
$1.12M 0.02%
+56,745
561
$1.12M 0.02%
214,959
562
$1.11M 0.02%
66,035
-337,758
563
$1.11M 0.02%
15,330
+2,150
564
$1.11M 0.02%
5,938
+3,068
565
$1.1M 0.02%
10,700
-1,530
566
$1.1M 0.02%
66,185
567
$1.09M 0.02%
34,090
-310,550
568
$1.09M 0.02%
7,750
-16,857
569
$1.09M 0.02%
41,800
+980
570
$1.08M 0.02%
+14,300
571
$1.08M 0.02%
21,380
-1,320
572
$1.07M 0.02%
28,145
573
$1.06M 0.02%
71,427
-10,770
574
$1.06M 0.02%
163,900
+40,900
575
$1.06M 0.02%
+26,480
21 22
23
24 25