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
51
$23.8M 0.46%
268,154
+53,653
52
$23.7M 0.46%
307,846
+12,166
53
$23.5M 0.46%
596,463
+424,598
54
$23.4M 0.45%
+114,141
55
$23.1M 0.45%
428,968
+4,513
56
$23M 0.45%
331,247
+37,905
57
$22.7M 0.44%
267,647
+22,827
58
$22.3M 0.43%
30,940
+464
59
$21.8M 0.42%
499,577
+30,300
60
$21.6M 0.42%
343,825
-15,575
61
$21.5M 0.42%
120,790
+173
62
$21.5M 0.42%
233,637
+42,165
63
$21.5M 0.42%
140,510
+18,739
64
$21.3M 0.41%
597,050
+17,926
65
$21.3M 0.41%
462,410
+34,099
66
$21.3M 0.41%
488,391
+4,170
67
$21.3M 0.41%
170,943
+80,352
68
$21.2M 0.41%
499,411
+7,307
69
$21M 0.41%
167,064
+77,296
70
$21M 0.41%
337,758
+333,898
71
$20.8M 0.4%
211,241
+20,141
72
$20.8M 0.4%
570,057
-29,907
73
$19.8M 0.39%
207,719
+18,399
74
$19.8M 0.38%
141,862
+15,165
75
$19.8M 0.38%
2,088,883
+147,627
1 2
3
4 5