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
701
$609K 0.01%
+21,500
702
$607K 0.01%
+11,480
703
$605K 0.01%
43,198
-3,800
704
$604K 0.01%
25,600
+5,700
705
$602K 0.01%
13,280
-22,080
706
$602K 0.01%
2,458
707
$601K 0.01%
9,127
-53
708
$599K 0.01%
12,500
+980
709
$596K 0.01%
95,128
+9,699
710
$596K 0.01%
45,584
+11,997
711
$595K 0.01%
+13,580
712
$593K 0.01%
+29,929
713
$591K 0.01%
29,100
-41,500
714
$588K 0.01%
37,028
+21,590
715
$583K 0.01%
8,510
-180
716
$583K 0.01%
191,184
+138,459
717
$582K 0.01%
23,076
+9,556
718
$580K 0.01%
10,570
-28,090
719
$576K 0.01%
17,886
-7,599
720
$572K 0.01%
43,931
-5,400
721
$569K 0.01%
109,392
-70,452
722
$569K 0.01%
+12,200
723
$568K 0.01%
+18,700
724
$565K 0.01%
+24,327
725
$565K 0.01%
+126,118
27 28
29
30 31