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
601
$956K 0.02%
11,790
-2,970
602
$952K 0.02%
129,363
+3,800
603
$949K 0.02%
15,280
+1,600
604
$949K 0.02%
24,110
-2,396
605
$945K 0.02%
44,740
-7,850
606
$939K 0.02%
58,160
+10,360
607
$935K 0.02%
24,920
608
$934K 0.02%
19,610
-9,610
609
$925K 0.02%
39,220
-51,470
610
$923K 0.02%
44,400
-3,280
611
$920K 0.02%
+33,687
612
$916K 0.02%
6,580
+2,010
613
$914K 0.02%
+17,140
614
$902K 0.02%
+30,640
615
$901K 0.02%
21,760
616
$901K 0.02%
167,700
617
$900K 0.02%
10,892
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618
$899K 0.02%
32,580
-100
619
$894K 0.02%
93,811
+53,030
620
$892K 0.02%
154,100
-52,200
621
$891K 0.02%
71,100
622
$886K 0.02%
9,400
+10
623
$884K 0.02%
32,270
+9,470
624
$882K 0.02%
9,883
625
$879K 0.02%
16,730
-280
23 24
25
26 27