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
601
$900K 0.02%
102,114
+44,714
602
$894K 0.02%
+39,546
603
$893K 0.02%
38,150
-1,700
604
$890K 0.02%
27,761
-3,340
605
$890K 0.02%
+11,920
606
$888K 0.02%
119,721
-6,299
607
$886K 0.02%
+7,878
608
$882K 0.02%
13,160
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609
$880K 0.02%
18,210
-3,820
610
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+79,690
611
$877K 0.02%
10,250
-1,600
612
$869K 0.02%
284,800
613
$863K 0.02%
25,196
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614
$851K 0.02%
18,720
-7,630
615
$836K 0.02%
46,200
-330
616
$836K 0.02%
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617
$833K 0.02%
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618
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+45,881
619
$830K 0.02%
20,098
+5,151
620
$828K 0.02%
53,329
+8,239
621
$825K 0.02%
+9,400
622
$824K 0.02%
85,840
+7,740
623
$817K 0.02%
6,617
-14,871
624
$814K 0.02%
33,580
+4,670
625
$811K 0.02%
154,408
+88,828
23 24
25
26 27