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
551
$1.16M 0.02%
6,229
-71,844
552
$1.16M 0.02%
106,745
-120,700
553
$1.16M 0.02%
16,520
+790
554
$1.15M 0.02%
33,540
+7,200
555
$1.15M 0.02%
17,910
-1,160
556
$1.14M 0.02%
13,180
+8,960
557
$1.14M 0.02%
+34,016
558
$1.13M 0.02%
+87,600
559
$1.12M 0.02%
12,618
-26,093
560
$1.12M 0.02%
41,780
-73,240
561
$1.12M 0.02%
26,072
-4,780
562
$1.12M 0.02%
119,700
+99,500
563
$1.11M 0.02%
220,827
-6,100
564
$1.11M 0.02%
53,044
-51,646
565
$1.11M 0.02%
8,240
+4,060
566
$1.1M 0.02%
+15,640
567
$1.1M 0.02%
34,279
-3,000
568
$1.1M 0.02%
207,012
-29,450
569
$1.1M 0.02%
+21,401
570
$1.1M 0.02%
27,805
+3,620
571
$1.1M 0.02%
24,130
-8,970
572
$1.09M 0.02%
21,010
-85,872
573
$1.09M 0.02%
76,892
+62,892
574
$1.08M 0.02%
13,090
575
$1.08M 0.02%
91,008
+38,144
21 22
23
24 25