Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.9B
1-Year Est. Return 21.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.9%
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
+$76.6M
2
+$58.2M
3
+$55.3M
4
PEP icon
PepsiCo
PEP
+$47.2M
5
AXP icon
American Express
AXP
+$38.7M

Top Sells

1
+$37.8M
2
+$34.4M
3
+$29.6M
4
EL icon
Estee Lauder
EL
+$26.3M
5
WDAY icon
Workday
WDAY
+$25.3M

Sector Composition

1 Technology 18.65%
2 Financials 14.37%
3 Healthcare 14.35%
4 Industrials 12.92%
5 Consumer Discretionary 11.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$613K 0.01%
+55,966
577
$610K 0.01%
+17,130
578
$607K 0.01%
+30,070
579
$596K 0.01%
15,273
-4,900
580
$592K 0.01%
+10,797
581
$592K 0.01%
44,400
-800
582
$586K 0.01%
+45,200
583
$579K 0.01%
+96,600
584
$576K 0.01%
9,000
-1,190
585
$573K 0.01%
+41,590
586
$568K 0.01%
+15,280
587
$566K 0.01%
9,220
-13,220
588
$559K 0.01%
15,920
-124,804
589
$558K 0.01%
253,649
+60,200
590
$556K 0.01%
+68,700
591
$552K 0.01%
18,051
-8,651
592
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+54,456
593
$548K 0.01%
2,473
594
$543K 0.01%
17,954
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595
$543K 0.01%
5,818
+4,782
596
$542K 0.01%
4,296
-90
597
$542K 0.01%
110,294
-33,090
598
$542K 0.01%
8,468
599
$536K 0.01%
1,878
-2,860
600
$532K 0.01%
+23,025
22 23
24
25 26