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
$5.99B
AUM Growth
-$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Buys

1
+$77.1M
2
+$60.2M
3
+$58.7M
4
PEP icon
PepsiCo
PEP
+$48.1M
5
AXP icon
American Express
AXP
+$37.6M

Top Sells

1
+$39.4M
2
+$34.4M
3
+$26.9M
4
EL icon
Estee Lauder
EL
+$26.3M
5
WDAY icon
Workday
WDAY
+$24.4M

Sector Composition

1 Technology 18.62%
2 Financials 14.37%
3 Healthcare 14.35%
4 Industrials 12.74%
5 Consumer Discretionary 11.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$427K 0.01%
3,067
-1,885
627
$422K 0.01%
101,730
+9,247
628
$422K 0.01%
4,795
629
$416K 0.01%
5,482
-9,850
630
$415K 0.01%
33,481
631
$406K 0.01%
43
-41
632
$406K 0.01%
+11,800
633
$403K 0.01%
+41,369
634
$402K 0.01%
16,060
-18,800
635
$399K 0.01%
36,512
+1,500
636
$392K 0.01%
+13,033
637
$392K 0.01%
+111,446
638
$389K 0.01%
20,909
639
$384K 0.01%
155,587
+31,100
640
$373K 0.01%
+48,510
641
$371K 0.01%
40,900
642
$368K 0.01%
25,039
-12,388
643
$361K 0.01%
9,026
-2,040
644
$358K 0.01%
6,000
-11,820
645
$356K 0.01%
+1,887
646
$355K 0.01%
38,216
+11,540
647
$354K 0.01%
+15,050
648
$353K 0.01%
+10,150
649
$352K 0.01%
+15,110
650
$351K 0.01%
+10,300
24 25
26
27 28