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
676
$604K 0.01%
11,200
677
$603K 0.01%
19,690
-300
678
$601K 0.01%
50,173
+18,939
679
$590K 0.01%
8,300
-7,270
680
$587K 0.01%
5,870
+2,940
681
$586K 0.01%
34,701
+5,700
682
$582K 0.01%
19,917
-95,703
683
$581K 0.01%
91,457
-8,292
684
$579K 0.01%
13,680
685
$574K 0.01%
20,630
-157,140
686
$572K 0.01%
41,113
-400
687
$551K 0.01%
6,019
+2,597
688
$542K 0.01%
+7,120
689
$540K 0.01%
68,793
+2,300
690
$539K 0.01%
+39,500
691
$538K 0.01%
+7,620
692
$534K 0.01%
+27,200
693
$533K 0.01%
53,810
+8,734
694
$532K 0.01%
12,250
-27,890
695
$522K 0.01%
8,650
-2,310
696
$521K 0.01%
+34,293
697
$518K 0.01%
35,863
+8,700
698
$518K 0.01%
19,817
+8,100
699
$518K 0.01%
39,841
+2,918
700
$517K 0.01%
9,580
-33,736
26 27
28
29 30