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
701
$512K 0.01%
55,930
-10,250
702
$506K 0.01%
+13,240
703
$506K 0.01%
10,385
-1,260
704
$501K 0.01%
9,353
+4,418
705
$497K 0.01%
+17,380
706
$497K 0.01%
+176,076
707
$493K 0.01%
120,624
+7,036
708
$489K 0.01%
4,930
709
$489K 0.01%
16,981
-1,640
710
$486K 0.01%
+14,130
711
$485K 0.01%
18,169
-4,700
712
$475K 0.01%
20,012
+2,400
713
$474K 0.01%
1,660
+1,125
714
$471K 0.01%
4,061
-1,499
715
$470K 0.01%
+31,340
716
$469K 0.01%
11,420
-18,536
717
$469K 0.01%
3,169
-750
718
$469K 0.01%
14,840
-12,150
719
$467K 0.01%
+5,080
720
$462K 0.01%
34,896
-12,880
721
$462K 0.01%
32,460
+6,960
722
$453K 0.01%
6,250
-2,030
723
$453K 0.01%
6,390
-11,648
724
$448K 0.01%
+3,605
725
$445K 0.01%
3,640
-530
27 28
29
30 31