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
676
$699K 0.01%
51,400
-31,490
677
$682K 0.01%
1,647
678
$675K 0.01%
79,951
+24,491
679
$675K 0.01%
150,321
+5,008
680
$675K 0.01%
15,720
+4,340
681
$674K 0.01%
115,461
+54,223
682
$672K 0.01%
28,809
+19,409
683
$672K 0.01%
11,500
-21,160
684
$669K 0.01%
+31,600
685
$666K 0.01%
32,300
-75,610
686
$665K 0.01%
+106,400
687
$665K 0.01%
39,140
688
$660K 0.01%
+51,400
689
$647K 0.01%
21,630
+8,330
690
$636K 0.01%
+8,540
691
$629K 0.01%
+10,300
692
$627K 0.01%
47,480
-10,005
693
$625K 0.01%
47,700
+9,100
694
$622K 0.01%
57,358
-2,686
695
$622K 0.01%
68,700
+22,600
696
$621K 0.01%
14,363
-245,268
697
$619K 0.01%
78,993
+1,400
698
$616K 0.01%
20,432
+400
699
$615K 0.01%
15,309
700
$612K 0.01%
16,420
-5,400
26 27
28
29 30