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
51
$21.6M 0.45%
872,197
+162,840
52
$20.9M 0.43%
81,745
+79,654
53
$20.8M 0.43%
567,695
-640
54
$20.5M 0.42%
531,352
+59,000
55
$19.9M 0.41%
244,925
+41,760
56
$19.4M 0.4%
128,023
+1,660
57
$19.3M 0.4%
1,538,890
+5,800
58
$19.2M 0.4%
150,130
+43,280
59
$19M 0.39%
287,401
+1,170
60
$18.9M 0.39%
137,260
+44,290
61
$18.8M 0.39%
255,980
-244,130
62
$18.3M 0.38%
811,990
-273,398
63
$18.3M 0.38%
188,922
+79,660
64
$18.1M 0.38%
233,554
+157,922
65
$18M 0.37%
1,890,398
+382,280
66
$17.9M 0.37%
240,750
-9,350
67
$17.4M 0.36%
249,421
-21,830
68
$17.4M 0.36%
687,826
+12,923
69
$17.3M 0.36%
+339,870
70
$17.2M 0.36%
218,597
-295,021
71
$17M 0.35%
108,519
-2,600
72
$17M 0.35%
317,310
+65,450
73
$16.8M 0.35%
67,888
-1,360
74
$16.6M 0.34%
510,280
-19,640
75
$16.6M 0.34%
217,922
-11,737
1 2
3
4 5