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
676
$305K 0.01%
14,817
-5,619
677
$304K 0.01%
+11,100
678
$304K 0.01%
10,500
-16,254
679
$300K 0.01%
+46,267
680
$298K 0.01%
2,890
-660
681
$295K ﹤0.01%
30,860
-34,274
682
$294K ﹤0.01%
+7,560
683
$293K ﹤0.01%
19,944
-5,870
684
$292K ﹤0.01%
22,332
-74,998
685
$292K ﹤0.01%
36,318
-37,709
686
$288K ﹤0.01%
+59,000
687
$288K ﹤0.01%
14,139
-4,840
688
$287K ﹤0.01%
38,296
+19,200
689
$283K ﹤0.01%
+121,889
690
$282K ﹤0.01%
34,231
-8,085
691
$281K ﹤0.01%
43,862
+23,269
692
$280K ﹤0.01%
+847
693
$275K ﹤0.01%
5,400
-820
694
$274K ﹤0.01%
19,300
-308,724
695
$273K ﹤0.01%
9,380
-5,180
696
$272K ﹤0.01%
9,945
-570
697
$270K ﹤0.01%
13,725
+4,110
698
$268K ﹤0.01%
22,300
-30,983
699
$267K ﹤0.01%
23,241
+9,941
700
$267K ﹤0.01%
20,900
-4,300
26 27
28
29 30