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
726
$556K 0.01%
+59,500
727
$549K 0.01%
2,466
+191
728
$548K 0.01%
+26,800
729
$547K 0.01%
27,200
+300
730
$546K 0.01%
31,227
-1,600
731
$544K 0.01%
+20,120
732
$543K 0.01%
+10,320
733
$542K 0.01%
43,200
+11,800
734
$539K 0.01%
+31,740
735
$533K 0.01%
6,734
+4,684
736
$531K 0.01%
43,808
-4,500
737
$529K 0.01%
+2,125
738
$528K 0.01%
3,780
-17,570
739
$525K 0.01%
3,152
-430
740
$522K 0.01%
+7,130
741
$521K 0.01%
38,930
+6,300
742
$520K 0.01%
7,550
+2,820
743
$520K 0.01%
114,700
-717,900
744
$513K 0.01%
12,040
745
$512K 0.01%
131,652
-27,800
746
$511K 0.01%
3,630
-11,800
747
$510K 0.01%
11,550
+680
748
$510K 0.01%
+15,429
749
$509K 0.01%
22,431
750
$509K 0.01%
25,913
-10,048
28 29
30
31 32