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
651
$710K 0.01%
+82,680
652
$707K 0.01%
3,182
-195
653
$704K 0.01%
20,447
+170
654
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269,680
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655
$685K 0.01%
8,170
656
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1,632
-1,924
657
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26,950
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658
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10,160
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659
$672K 0.01%
78,583
-5,900
660
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3,604
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661
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18,680
-36,190
662
$653K 0.01%
+27,192
663
$649K 0.01%
30,698
-28,725
664
$649K 0.01%
219,869
+19,820
665
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14,210
-1,300
666
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13,908
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667
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5,550
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668
$635K 0.01%
59,891
-3,600
669
$631K 0.01%
+36,310
670
$624K 0.01%
12,700
+3,390
671
$624K 0.01%
+11,000
672
$620K 0.01%
1,120
-2,628
673
$617K 0.01%
18,719
-2,500
674
$607K 0.01%
19,980
-170
675
$605K 0.01%
31,414
-7,800
25 26
27
28 29