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
626
$810K 0.02%
15,930
+10,340
627
$810K 0.02%
17,010
-1,700
628
$809K 0.02%
17,791
+6,724
629
$807K 0.02%
25,026
+130
630
$803K 0.02%
17,360
-2,000
631
$785K 0.02%
23,900
632
$782K 0.02%
13,700
633
$769K 0.01%
+10,560
634
$767K 0.01%
11,880
-50,790
635
$760K 0.01%
115,886
+5,820
636
$758K 0.01%
+24,880
637
$756K 0.01%
66,124
-4,900
638
$754K 0.01%
13,366
-5,242
639
$752K 0.01%
32,000
+200
640
$751K 0.01%
+25,450
641
$748K 0.01%
43,880
+4,240
642
$739K 0.01%
30,500
+2,150
643
$737K 0.01%
5,450
+310
644
$737K 0.01%
5,390
+105
645
$734K 0.01%
18,930
646
$733K 0.01%
8,467
+7,188
647
$728K 0.01%
13,090
+390
648
$718K 0.01%
16,781
+6,421
649
$716K 0.01%
+13,810
650
$716K 0.01%
64,826
-85,802
24 25
26
27 28