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
626
$879K 0.02%
70,200
-129,300
627
$877K 0.02%
+41,000
628
$875K 0.02%
106,200
+66,900
629
$872K 0.02%
51,730
-2,900
630
$861K 0.02%
93,905
+41,205
631
$860K 0.02%
20,280
-6,740
632
$860K 0.02%
55,870
+10,170
633
$859K 0.02%
17,400
-44,430
634
$856K 0.02%
12,243
-10,797
635
$842K 0.02%
25,850
636
$837K 0.02%
+19,335
637
$836K 0.02%
75,055
-8,900
638
$828K 0.02%
5,487
-10,187
639
$825K 0.02%
+10,603
640
$814K 0.02%
9,530
-6,770
641
$811K 0.02%
45,430
-5,425
642
$811K 0.02%
104,668
643
$810K 0.02%
14,720
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644
$805K 0.02%
29,494
-13,616
645
$801K 0.02%
21,956
-5,040
646
$800K 0.02%
+15,030
647
$796K 0.02%
27,840
+2,290
648
$788K 0.02%
192,100
+120,000
649
$785K 0.02%
46,523
+18,253
650
$776K 0.02%
24,219
-8,640
24 25
26
27 28