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
576
$1.05M 0.02%
22,620
-1,580
577
$1.05M 0.02%
23,950
-380
578
$1.05M 0.02%
40,371
+32,423
579
$1.04M 0.02%
15,230
-790
580
$1.03M 0.02%
35,660
+1,760
581
$1.03M 0.02%
17,426
-920
582
$1.03M 0.02%
335,600
+109,700
583
$1.03M 0.02%
22,220
-90,370
584
$1.02M 0.02%
32,389
-9,970
585
$1M 0.02%
174,729
-66,200
586
$999K 0.02%
22,703
587
$997K 0.02%
9,125
+6,535
588
$993K 0.02%
+10,192
589
$993K 0.02%
21,584
+11,145
590
$991K 0.02%
22,950
+9,950
591
$989K 0.02%
50,369
592
$986K 0.02%
14,948
+11,612
593
$983K 0.02%
56,422
-46,561
594
$973K 0.02%
21,330
-34,389
595
$970K 0.02%
12,610
-110
596
$968K 0.02%
65,200
-38,500
597
$964K 0.02%
152,550
598
$963K 0.02%
+7,823
599
$956K 0.02%
168,693
-374,400
600
$956K 0.02%
46,764
-66,216
22 23
24
25 26