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
576
$1.07M 0.02%
35,840
-3,590
577
$1.06M 0.02%
26,300
-31,309
578
$1.06M 0.02%
16,079
-61,401
579
$1.06M 0.02%
72,560
-5,600
580
$1.04M 0.02%
7,593
+4,629
581
$1.03M 0.02%
23,120
+7,430
582
$1.01M 0.02%
9,520
-740
583
$1.01M 0.02%
16,730
+1,640
584
$997K 0.02%
28,110
-1,630
585
$991K 0.02%
64,500
-8,960
586
$990K 0.02%
82,599
+300
587
$978K 0.02%
52,960
-17,370
588
$970K 0.02%
43,343
-11,430
589
$958K 0.02%
+28,710
590
$956K 0.02%
36,420
+9,620
591
$955K 0.02%
10,040
+3,210
592
$945K 0.02%
+41,200
593
$942K 0.02%
+85,500
594
$938K 0.02%
77,200
-49,585
595
$927K 0.02%
29,904
+5,550
596
$916K 0.02%
70,426
-39,874
597
$913K 0.02%
23,397
+15,687
598
$913K 0.02%
35,945
+27,885
599
$912K 0.02%
18,660
-72,130
600
$902K 0.02%
178,711
-6,500
22 23
24
25 26