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
651
$349K 0.01%
2,160
-200
652
$349K 0.01%
+8,320
653
$344K 0.01%
+18,180
654
$343K 0.01%
17,804
-4,800
655
$342K 0.01%
50,319
-35,195
656
$340K 0.01%
2,247
-221
657
$338K 0.01%
4,310
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658
$337K 0.01%
93,622
-133,847
659
$333K 0.01%
55,885
-10,515
660
$328K 0.01%
45,684
-17,659
661
$328K 0.01%
5,873
-30,707
662
$328K 0.01%
+4,400
663
$328K 0.01%
550
+400
664
$326K 0.01%
+25,840
665
$325K 0.01%
+23,400
666
$323K 0.01%
3,063
+26
667
$322K 0.01%
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-137
668
$321K 0.01%
10,189
-4,067
669
$320K 0.01%
3,640
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670
$318K 0.01%
+4,300
671
$316K 0.01%
27,113
-191,014
672
$310K 0.01%
+53
673
$310K 0.01%
+11,940
674
$308K 0.01%
27,137
-482
675
$308K 0.01%
+4,930
25 26
27
28 29