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
651
$774K 0.02%
34,422
-21,493
652
$772K 0.02%
8,980
-370
653
$763K 0.02%
17,925
654
$758K 0.02%
86,088
+10,995
655
$751K 0.02%
51,126
+12,500
656
$750K 0.02%
77,088
+300
657
$748K 0.02%
50,101
+5,200
658
$748K 0.02%
+285,600
659
$743K 0.02%
+26,090
660
$743K 0.02%
49,625
-98,489
661
$742K 0.02%
116,533
662
$741K 0.02%
35,800
+10,500
663
$739K 0.02%
23,080
+60
664
$738K 0.02%
6,220
665
$738K 0.02%
79,300
+22,920
666
$735K 0.02%
90,090
+24,300
667
$734K 0.02%
68,000
668
$730K 0.02%
66,172
-18,319
669
$721K 0.01%
+29,500
670
$719K 0.01%
12,040
-9,770
671
$715K 0.01%
7,790
+5,300
672
$710K 0.01%
11,590
673
$709K 0.01%
+18,030
674
$703K 0.01%
57,500
-38,200
675
$701K 0.01%
+7,730
25 26
27
28 29